đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
This article walks you through generating a document from a polt.ai template. Generated documents pull live data from the shipment, so they're always consistent with the shipment record.
Table of contents
Generate vs. Upload:
1. Open the shipment
Open the shipment you want to generate a document for.
2. Click the Documents tab
In the tab bar at the top of the shipment, click Documents.
3. Open the New document dialog
Click New document in the top-right corner of the tab. The New document dialog opens.
4. Select the document type
Click the Type dropdown and choose:
Bill of lading â see Downloading a Bill of Lading for the full walkthrough
Carrier rate confirmation â see Sending a rate confirmation for the full walkthrough
Invoice â generate a customer invoice for this shipment
5. Configure and generate
Each document type opens its own configuration screen where you select what to include (e.g., which stops, references, instructions). Make your selections and click Add.
The generated document appears in the Documents list. Use the Download button or the "..." menu to save it locally or share it with a contact.