What happens when documents enter your account—how Terminal49 classifies them, extracts reference numbers, links them to shipments, and handles packet files—along with how to update document types when needed.

What happens after upload or email

When a file arrives in your account, Terminal49 will:

1. Classify the document (Arrival Notice, House BOL, Invoice, Packet, Other, etc.)

2. Extract reference numbers such as BOL, booking, container, PO, shipments tags and shipments reference number.

3. Link the document to the shipments and containers it finds in the content

If the shipment or container is not being tracked in Terminal49 yet, the system can’t link the document until that shipment/container exists.

Changing the document type

If the document type isn’t correct, you can change it:

1. Click the file name (on the Documents page or on a Shipment’s Documents tab).

   

2. A document detail window will open.

3. Use the Document type dropdown to select the correct type.

   

If you don’t see the type you need:

• Choose Other, and

• Use the optional text field to describe how you would classify it (e.g. “Customs Duty Invoice”)

This helps the Terminal49 team understand which types to add next.

Packet documents (files that contain many documents)

Sometimes you upload a single file that actually contains multiple documents (for example: a combined packet from a forwarder).

When a document is identified as a Packet:

1. Terminal49 splits it into separate child documents.

2. Each child document is:

   • Classified (document type)

   • Parsed for reference numbers

   • Linked to the appropriate shipments and containers

Changing the type:

• If you change a document from Not Packet → Packet, this will trigger the splitting described above.

• If you change a document from Packet → Not Packet:

  • The already-created child documents will stay in your account (you can delete them if you don’t need them).

  • The original uploaded file will be reprocessed as a single document based on the new type.