CargoWise ERP Glossary - Key Terms & FAQs

Our CargoWise ERP Glossary Terms provide clear, concise definitions of key terms used in CargoWise, helping users navigate the system with confidence. Along with these definitions, we've included in-depth FAQs to clarify complex concepts, ensuring you get the most out of your CargoWise solutions.

Document Management System (DMS)

Last updated: June 27, 2025
Logistics CargoWise
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CargoWise’s Document Management System (DMS) is a centralized module that stores, organizes, and retrieves shipment-related data safely and efficiently. This technology allows logistics organizations to keep a digital record of important papers like bills of lading, invoices, declarations from customs, packaging lists, and adherence certificates. Each document is indexed and connected to the appropriate shipments, customers, or transactions for quick access and audit readiness.

The DMS improves productivity by allowing users from several departments and locations to view documents in real time. CargoWise’s permission-based access restrictions secure critical information while allowing authorized users to communicate smoothly. The module also allows document versioning, which eliminates confusion caused by out-of-date or conflicting records. Integration with other CargoWise capabilities, such as workflows and automated triggers, ensures that documents are captured at all critical transaction points, promoting compliance and improving reaction times during audits or disputes. Overall, DMS improves recordkeeping and promotes a paperless logistical environment.

Frequently Asked Questions

What kind of documents can be recorded in CargoWise's DMS?

You can store shipment instructions, commercial invoices, airway bills, customs paperwork, certificates, and customer correspondence among the logistical papers that can be kept.

Can users submit documents manually or automatically?

Both are feasible. Users can manually upload documents or automate them with workflows, email-to-document routing, or API interfaces.

How does DMS keep documents secure and compliant?

Role-based access, audit logs, and capabilities for encryption safeguard sensitive data while ensuring compliance with industry standards such as ISO and customs guidelines.

Is DMS integrated with CargoWise's other modules?

Yes, DMS interfaces with the operations, finance, and customs modules, ensuring that documentation is automatically added at the appropriate transaction stages.

Does the system provide document version control?

Absolutely. DMS keeps records of document history and variants, allowing users to trace changes, revert them as appropriate, and keep a clean audit trail.