Trade Documentation
Organize commercial invoices, packing lists, transport records, and supplied trade requirements into a document review pack.
Start a workspace
Trade operations, freight forwarding, and import-export support teams
From the first document to the final review.
OpenTeam prepares trade document checklist and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized commercial invoices, packing lists, bills of lading, and stated trade requirements by source, owner, and date.
Prepare the working pack
Compare parties, references, quantities, and supplied document requirements; identify discrepancies for the responsible trade professional before submission.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Trade document checklist
- Cross-document discrepancy report
- Draft missing-document requests