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If you are an Enterprise customer with individual subsidiary organizations, remember that shipper settings are organization specific. Settings must be configured at the individual subsidiary organization level to ensure each subsidiary’s operations work as expected.
Where to find it: Settings → Shipper Settings → Documents These settings control which shipment documents your team can generate — three standard documents that are always available, plus any custom templates built for your workflow. Turning a document on here makes it available in the document menus on loads, orders, and quotes. To change what prints on your Bill of Lading, see Customize Your BOL. Turning a document on doesn’t send it. When and to whom documents get sent is set under Tender Defaults in Tendering Settings.

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Standard Documents

These three are always available and can’t be turned off.

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Bill of Lading Template

The BOL Template row shows which layout your BOLs use. Select Edit to change the fields, logo, barcode, terms, and signatures. See Customize Your BOL.

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Advanced Document Package

The Advanced Document Package lets you add custom document templates beyond the standard three — anything your workflow or your customers require. A template can be almost any document you need generated against a shipment: customs paperwork, a customer-specific packing slip, a compliance form. One of the most common requests is the Canada Customs Invoice, for shipping commercial goods into Canada. If the package isn’t active on your account, you’ll see an unlock prompt here — request access from that prompt.

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How Templates Get Added

Templates in this package are built by Owlery and configured by you. (The BOL is the one document you can edit yourself. See Customize Your BOL.)
  1. Request the template. Tell Owlery what document you need and send an example of the format — a blank copy of the form, or a filled-in one from a customer.
  2. Owlery builds it and enables it on your account.
  3. Turn it on here. Each template appears in this group as its own On/Off setting. Turning it on makes the document available in the document menus on loads, orders, and quotes.
  4. Fill in its fields. Some templates carry their own settings — values that are the same on every copy, so you set them once here rather than per shipment. These appear below the template once it’s turned on.
Once a template is on, it also becomes available in Tender Defaults, where you choose whether and when it’s sent.

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Addresses on Documents

Documents use the one address saved on each stop’s facility. If a document needs a different address, edit it after you generate it.