Document Management
Document management software for recyclers and traders
Generate and manage all of your specialized shipping and billing documents
cieTrade’s document management tools help recyclers, domestic brokers and exporters save time, improve organization and reduce double-entry while providing easier access to critical files and eliminating manual document templates. From instantly generating specialized shipping and billing forms and staying on top of all the necessary paperwork for your shipments to sharing documents, photos and other file attachments directly with your supply-chain partners, cieTrade offers a comprehensive, industry-specific solution that supports the unique demands of your business.
How cieTrade helps you manage documents more efficiently
Generate specialized documents
Save time by instantly generating your shipping and billing documents and eliminating the need to manually fill in forms or templates.
Easily send documents & photos
Quickly share documents and photos with your customers and supply-chain partners directly from cieTrade using customizable email templates.
Improve access and organization
Instantly retrieve any document or attachment related to your orders and shipments, reducing the use of physical file folders.
Track document requirements
Minimize risk and ensure compliance by staying on top of the necessary documents and filings for all of your export shipments.
Shipping & Billing Documents
- Instantly generate specialized billing, inland or ocean transport documents including packing lists, bills of lading, confirmations, freight and shipping instructions, certificates, settlement statements and more.
- Custom brand any shipping and billing document with your company’s logo, address, payment terms and instructions, signature and more.
- Group together multiple documents into a “document batch”, creating a single PDF that makes it easier to share all of your required documentation in one file.
Email Messages & Templates
- Easily send any document directly from your cieTrade account, eliminating the need to download, attach and send the documents from an external email client.
- Seamless Docusign integration captures electronic signatures on any document sent out of cieTrade and makes it easier to save signed documents back in your account.
- Automate your email message content using fully-customizable, one-click email templates that help save time and minimize manual entry.
- Instantly receive a date and time stamp on any document that was sent out of cieTrade for proof of delivery and dispute resolution.
Document & Attachment Retrieval
- Upload external documents, images and file attachments and automatically associate them to their originating transactions or order forms, helping you improve organization and reduce the number of lost files.
- Safely back up and store all of your documents and related attachments within cieTrade while ensuring quick and easy access to your files.
- Universal system search bar allows you to instantly retrieve any document or attachment— including container photos, scale tickets and more— using any reference number related to the transaction or order.
Document Tracking
- Specify documents that need to be prepared and filed for certain transactions that have complex requirements, such as international shipments.
- Set up custom events and group them together in a sequence to create a document set that can be linked to any transaction or shipment.
- Easily track the completion of each document event, helping to minimize risk and ensure document compliance.
Learn how cieTrade can help you
make document management easier
Additional Tools
MOBILE APPS
cieLocation
cieTrade’s inventory scanning app helps your warehouse quickly check and edit inventory, confirm inventory availability and minimize time spent with stock and cycle counts.
MOBILE APPS
cieMobile
cieTrade’s mobile reporting app provides sales reps and managers with real-time access to cieTrade account information and key management reports from the road or anywhere else.
FAQ
cieTrade has over a hundred documents out of the box, designed for each industry’s specific requirements. However, if there is a document you require, your company can work with the support team to determine how to bring it into the system. (Note this may be subject to professional development hours or covered by your MSA.)
cieTrade will generate and send all of your documents, photos and related attachments to your customer or supplier directly out of the system. It will also track which user sent the email, to which contacts the email was sent, and provide a date and time stamp confirmation that the email cleared our server.
Yes, cieTrade’s document management tools support automatically applied internal signatures as well as Docusign fields to have your supply chain partners sign and return back to you via email.
cieTrade can track when your customer opens their invoice document. This feature helps your AR team establish which customers need to followed up with.
By leveraging cieTrade, your team won’t have to manually create any documents. cieTrade generates each of your required documents within the system at the click of a button. Since all transactions and loads have built in validity checks, you can ensure that the data pulled onto your documents is complete and correct.
cieTrade’s document tracking feature allows you to create document workflows and use them as a system checklist to ensure you and your team are sending out the correct documents and recording the returned information such as CIC numbers.
Interested in Learning More?
Learn how cieTrade can meet the unique needs of your trading or recycling business with an online demonstration tailored to your specific areas of interest.