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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: Dashboard → 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. 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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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, a branded BOL. 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 are built by Owlery and configured by you.
  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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Example: Canada Customs Invoice

The Canada Customs Invoice is a good illustration of how a template with its own fields works. It’s the document Canadian customs requires to clear commercial goods entering Canada, and you’d turn it on if you ship into Canada — without it, your freight can be held at the border. Turning it on reveals four fields. They print on every copy of the document, and the field numbers match the numbered boxes on the official customs form, so they line up with a paper copy or your broker’s instructions.
Incomplete or incorrect customs paperwork is a common cause of freight sitting at the border. If you’re unsure what belongs in these fields, your customs broker will know — and it’s a one-time setup.
Other templates have their own fields, or none at all, depending on what the document needs.