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This article shows all available document types that can be enabled to show, including in both customer and subcontractor portals.

Available document types

This article shows how to enable document types so they can be used in your tenant, customer and subcontractor portals.

Documents in Configuration

Generate documents

Generate house manifests and shipping manifests from intermodal bookings linked to a voyage, consolidating cargo and customs details into standardised documents.

INTERMODAL -  Manifest Generation: What, Why & How.

A complete reference of every variable available in Loading Sheet document templates. Variable names match exactly what you see in the {{}} variable picker in the template editor (Configuration >…

Documents - Loading Sheet Variables Reference

Duygu Demir

Arynne Hargreaves

Alvaro Avelar

Articles related to the activation and configuration of available document types. 

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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