From missing files to an accepted document set.
Follow one fictional customer request: email-code access, uploaded PDFs, a requested correction, the accepted replacement and a fresh request.
From the first step to the next shipment
Request the two missing documents
Create a customer and request a commercial invoice and packing list. Both begin as missing. The customer prepares those documents in their own system.
The customer uploads without an account
The request link leads to a one-time email-code check. After verification and acceptance of the upload terms, the customer uploads the two fictional PDFs. Email was captured locally for this example; delivery to a real mailbox was not tested.
Open the initial packing listA person reviews the difference
The reviewer reads 10 pieces in the invoice and 9 in the first packing-list line. They request a correction with a comment. Packlistly tracks that review; it is not automatically reconciling these uploaded PDFs.
Compare with the invoiceReplace the file
The customer returns through the verified guest session and uploads the corrected packing list. The new upload becomes the current version; the old file is not silently overwritten.
Open the corrected packing listAccept the current versions and download
The reviewer accepts both current files. The request is complete. Its ZIP contains the invoice and corrected packing list; it excludes the earlier incorrect version.
Download the accepted ZIPStart a new request for the next shipment
Create P0-FWD-02 using the previous checklist. The two documents start missing again, without copied files or acceptance. This recording stops at that fresh request; it does not claim a second completed customer upload.
Fresh request: 2 missing documents
What changes. What you still do.
Forwarder collects and reviews existing documents. It does not create invoices or packing lists from spreadsheets in this workflow; use the Exporter workflow for document preparation.
| Stage | In your existing tools | In Packlistly | Still done by you |
|---|---|---|---|
| Source documents | The client prepares invoice / packing PDFs in their own tools. | Request a checklist from the named contact. | Choose the correct documents and explain any customer-specific requirements. |
| Collection | Customer email and existing document files. | Email-code guest access, file uploads and visible missing / received states. | The client must obtain and upload the actual files; resolve delivery or file-quality problems. |
| Review | Your operating instructions and reviewer judgment. | Record requested changes, replacement versions and acceptance. | Read the documents, compare their content and decide whether each current version is acceptable. |
| Handoff & repeat | CargoWise / Magaya / SAP or another TMS / ERP. | Download accepted current files as a ZIP; reuse the checklist in a new request. | Upload / file the set in your TMS / ERP. Master / house consolidation and customs submissions are not completed by this workflow. |
Does this match your job?
Check the other workflow if you need a different job done.