Documents & PDF Designer

Documents Center overview

Every document the platform produces, where they live, and how to find old copies.

3 min read

PDF Designer overview

Edit every customer-facing document block-by-block with live preview.

3 min read

Block editing

Add, move, duplicate, and delete blocks on editable templates.

2 min read

Editable document types

Every doc type you can customise in the PDF Designer and what data each pulls.

2 min read

Regulated document types

MAWB, HAWB, MBL, HBL, Consol Manifest, TCN — standard layouts, not user-editable.

2 min read

Branding across documents

Logo, colours, fonts, and footer applied tenant-wide to every generated document.

1 min read

Variables and data

Merge variables available inside editable templates and how conditionals work.

2 min read

Template version history

Every save creates a template version. Roll back if a change goes wrong.

1 min read

Draft vs Published

Editing a template never affects customers until you publish.

2 min read

Multi-language documents

Render the same doc type in different languages per customer.

1 min read

Emailing documents

Send generated documents to customers with branded email templates.

2 min read

Documents in the customer portal

Which documents your customers can see themselves, and what they can do with them.

1 min read

Regenerating documents and audit trail

When and how to regenerate, and what gets logged.

2 min read

Troubleshooting PDFs

Common document rendering problems and how to fix them.

2 min read