Document Management
Centralized workspace for all trade documentation — pre-shipment, post-shipment, templates, and auto-generated documents.
Reduce document preparation time by automating template-based generation and maintaining a single source of truth for all trade documentation.
TRADEXIM OS Document Management organizes documents into logical workspaces to help your team create, review, approve, and share trade documents efficiently. The module supports document generation from templates, manual uploads, and integration with export and import modules.
Pre-shipment documents
Documents created and finalized before cargo is loaded:
Proforma Invoice
Preliminary invoice sent to buyer
Commercial Invoice
Final invoice for customs and payment
Packing List
Detailed itemized packing information
Certificate of Analysis
Quality and specification certificate
Bill of Lading Draft
Preliminary BL for verification
Pre-Shipment Inspection
Third-party inspection report
Post-shipment documents
Documents finalized and issued after cargo departure:
Final Invoice
Final commercial invoice for payment collection
Bill of Lading
Negotiable or non-negotiable BL
Certificate of Origin
Preferential or non-preferential origin
Beneficiary Certificate
Certificate issued by the beneficiary
Insurance Certificate
Cargo insurance documentation
Health Certificate
Phytosanitary or health certificate
Templates
Create reusable document templates to standardize your documentation output:
Auto-generated documents
Documents can be auto-generated from shipment and transaction data. The generation engine populates templates with actual data from your TRADEXIM OS records, reducing manual entry and minimizing errors.