What are Custom eDocs?
Custom eDocs are electronic documents that are specific to a customer's needs or processes in their CargoWise One system. These can be customized document types that are not part of the standard (system defined) set of documents in CargoWise.
How to Implement Custom eDocs in Logixboard
For your custom eDoc in CargoWise, ensure they’re Active and set to Published
Upload a new document with that custom eDoc type in CargoWise
Wait for Logixboard to process the new document type
The new custom eDoc Type will be available in Document Types list in the Settings page within Logixboard.
Note: Admin will need to enable this in the Settings and Save before it appears as a doc type choice for all users.
Important Notes
Simply creating a new eDoc type in CargoWise is not sufficient for it to appear in Logixboard
At least one document must be uploaded with the new custom eDoc type for Logixboard to identify and process it
Logixboard will automatically detect and process these new eDoc type documents once a document is uploaded
Best Practices
Use descriptive names for custom eDoc types to easily identify them in both CargoWise and Logixboard