Generate and send shipment documents (BL/AWB)

Every shipment carries a document center on its Forms tab: bills of lading, air waybills, manifests, arrival notices, commercial documents, and more — rendered from the shipment's own data, previewed live, and sent by email with the shipment update flow.

Before you start

• The shipment's key fields should be complete — each form shows a readiness pill (Ready, or Missing with a count of absent fields).
• To email documents, an email connection must be linked (Settings → Integrations).

Generate the document

1. Open the shipment and select the Forms tab (the header Print button also lands here).
2. Pick the form in the right-hand panel. My Forms holds your starred favorites; All Forms groups everything by category — Booking, Compliance, Labels, Notices, Shipping, Manifests, Commercial, Customs, Warehouse. Search with "Search forms...".
   • Air shipments default to the Master Air Waybill (MAWB); also available: the MAWB Set (IATA 600a, 12-copy), House Air Waybill (HAWB), Air Cargo Manifest, Arrival Notice (Air), Booking Confirmation (Air), and more.
   • Ocean shipments default to the Bill Of Lading Original Rated; the Bill of Lading Set (3 Originals + 1 Non-Neg + Terms) switches automatically between the master and house variant based on the shipment's class. Also available: Sea Waybill, Ocean Cargo Manifest, Arrival Notice (Ocean), Delivery Order (Ocean), Dock Receipt, Certificate of Origin (Ocean), and more.
   • Cross-mode: Commercial Invoice, Packing List, Delivery Order, Pickup Order.
3. Set the variant options where offered: air waybills have a Charge Display (All Charges, As Agreed, Due Agent, Due Carrier, Due Agent & Carrier, Freight Only) and a Print Type (Final/Draft); ocean bills have Freight Terms (Prepaid/Collect); commercial documents take the Incoterm.
4. Check the live preview (page size A4 or Letter). Use Edit to adjust preview fields before rendering.
5. Select Download for the PDF, or Print.

Send it by email

6. Open the shipment header menu (⋯) and select Send Update.
7. In the Send Shipment Update dialog, pick the matching Update type (for example Arrival Notice or Departure Notice / Pre-Alert), tick the generated document under Attachments, review recipients and message, and select Send.

Result

The document is rendered from live shipment data and delivered; the email appears under the Communications tab's Email history with its attachments.

Tips

• Star the forms you use daily to pin them under My Forms.
• On imports the origin agent usually issues the HBL and the forwarder issues the Arrival Notice — the app has both renderers, for air and ocean alike.
• Advancing the shipment status can auto-draft a stage email with the right document attached for your review ("Review & send").

Related

• Reply to a customer from the shipment file
• Shipments screen reference