Updates to CargoDocs DocEx & DocPrep+
On November 28th 2016, we rolled out our new release – CargoDocs 16.3 – with a host of improvements to both our DocEx and DocPrep+ modules.
The new features incorporate changes that came about following our user feedback workshops with customers from around the world. The sessions were run with charterers, agents, shippers, owners and traders, analyzing their requirements and improvement suggestions before implementing them in the latest release.
Below is an overview of the changes rolled out on November 28th 2016:
- Mandatory Approvals – Confirmation of received approval pre-signing
- Print Convert Endorsements – Party now has the option of whether they require the endorsements to appear on the print converted BL/s or not
- External Agent Print Convert – Print converter can now email Print Converted BLs to an agent not signed up to essDOCS from within DocEx
- Print Convert delegation instructions improved
- Ability for party initiating the Print Convert to stipulate the manual signature required
- Ability to Split/Recut a bearer eBL keeping the Consignee ‘to order’
- Token number entry improvements - Ability to view token numbers whilst entering
- 2 step approvals to an amendment - Additional layer of approval added
- Google Authenticator / SMS dual factor log in - Ability to log in using Google Auth application on a smart phone, or via SMS
- Removal of watermarks for copies - All documents uploaded and not eSigned will not contain a ‘copy’ watermark
- mSet creation available for all shippers - Shippers can all now create mixed shipments (pBL and eDocs)
- mSets available for straight transfers - mSets now available for all transactions and not only ePresentations
- CargoDocs for Warehouse improvements
- Removing ‘electronically signed’ from the signature
- DocPrep UI Changes & Upgrades – Improved platform design and workflow
- Major Inbox speed improvements
- Ability for surveyors to upload documents to an eSet
- Resending of data via an interface to flow straight through - When data from an import does not contain changes to key data, it flows directly to the documents without the need to confirm
- Separation of Shipper and Consignor fields - New shipper field created to allow for use of both entities
- Override data rules implemented - Field mappings improved for Interface customers
- New BL templates available in DocPrep – North American Norgrain BL, Seaway BL, Tanker BL, Baltimore Form C BL
- New CongenBill 1994 Clause mechanism – Ability to change the back of the CongenBill 1994 conditions
- INTTRA interface improvements
- Ability to add and remove parcels to imported DocSets to create splits
- Improved EDI integration for Liner DocPrep
- Ability to create liner BLs with multiple containers and cargoes
- PIL, MOL, Hapag Lloyd and NYK migration to DocPrep
Mandatory Approvals – Confirmation of received approval pre-signing:
Any eBL signing will now require an extra step of the signer confirming that they have approval to sign an eBL or Approving and Amendment.
Print Convert Endorsements:
The system will now allow the party requesting the Print Convert to select whether it wants an electronic endorsement stamp to appear on the back of the Converted Bill, or if it wants a blank back on which to apply a manual endorsement stamp.
External Agent Print Convert:
The owner initiating the Print Convert can now email Print Converted BL/s to an agent not signed up to the essDOCS Platform from within DocEx.
Ability for party initiating the Print Convert to stipulate the manual signature required:
Users requesting a print convert can now enter signature instructions in the marked box to propose a manual signature for the owner or carrier agent who will be signing the paper BLs, to ensure it is consistent with the signature that is acceptable to its bank.
DocPrep UI Changes & Upgrades:
The DocPrep platform has undergone some UI upgrades to make the creation of documents an enhanced experience.
One of the major changes is grouping similar and renamed documents together in one dropdown. The platform also remembers any document name changes used for the last 90 days and adds them, or removes if unused.
Adding a Surveyor to a shipment:
Users can now add Surveyors to their shipment, allowing a docset to be shared with them. The drafter can also add a PDF placeholder for the surveyor to upload into. Surveyors can also eSign documents now.
For any additional information or requests for training, please contact the essDOCS Product team on firstname.lastname@example.org.