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Daily Tasks

Document Status: Placeholder - To be completed in Phase 4

Overview​

This guide covers the common tasks you'll perform daily when using LC DocCheck.

Task 1: Review New LCs​

When a new Letter of Credit arrives:

  1. Create Sales Order

    • Click New Sales Order
    • Enter the order reference number
    • Save

  2. Upload LC Document

    • Click Upload LC
    • Select the PDF file
    • Wait for extraction to complete

  3. Verify Extraction

    • Review extracted fields
    • Check key terms:
      • LC Amount and Currency
      • Expiry Date
      • Latest Shipment Date
      • Document Requirements

Task 2: Upload Shipping Documents​

For each shipment:

  1. Navigate to Shipment

    • From the Sales Order, click Add Shipment or select existing

  2. Upload Required Documents

    • Bill of Lading
    • Commercial Invoice
    • Packing List
    • Certificate of Origin (if required)
    • Insurance Certificate (if required)

  3. Check Extraction Status

    • Green checkmark = Successfully extracted
    • Yellow warning = Review needed
    • Red cross = Extraction failed

Task 3: Run Compliance Checks​

  1. From Sales Order View

    • Click Run Compliance Check
    • Select which shipment to check

  2. Review Results

    • Overall status badge shows pass/fail
    • Expand categories to see individual rules
    • Click on discrepancies for details

  3. Address Discrepancies

    • Review the specific issue
    • Check source documents
    • Update if correction needed
    • Mark as reviewed if acceptable

Task 4: Generate Reports​

  1. Comparison Report

    • From any completed comparison
    • Click Export Report
    • Choose format (PDF/Excel)

  2. Status Summary

    • Dashboard shows overall statistics
    • Filter by date range
    • Export for management reporting

Task 5: End of Day Checklist​

  • All new LCs uploaded and extracted
  • Pending shipment documents uploaded
  • Critical discrepancies addressed
  • Reports generated as needed

See Also​