E-Manifest Template Feature (ACE and ACI eManifest) - Revision history

Admin at 20:04, 5 June 2026

2026-06-05T20:04:42Z

← Older revision		Revision as of 16:04, 5 June 2026
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	# From the top menu, hover over '''Manage Data''' and click '''Templates'''. This will bring you to the Template Search page.		# From the top menu, hover over '''Manage Data''' and click '''Templates'''. This will bring you to the Template Search page.
	# To find a specific template, type a keyword into the '''Template Contains''' field and click the '''Search''' button.		# To find a specific template, type a keyword into the '''Template Contains''' field and click the '''Search''' button.
	# Below the search area, users can view a list of all existing ACE or ACI templates. From this list, you can quickly click to '''Edit''' or '''~~Delete~~''' ~~any~~ template.		# Below the search area, users can view a list of all existing ACE or ACI templates. From this list, you can quickly click to '''Edit''', '''Start Trip from Template''', '''Start Shipment from Template''', or '''Deactivate''' the existing template.

	== Creating a New Template ==		== Creating a New Template ==
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	Simply select the fields that remain consistent for your specific route or customer, fill in the data, and click '''Save''' at the top of the editor. Your template is now ready to use to save time on future eManifests!		Simply select the fields that remain consistent for your specific route or customer, fill in the data, and click '''Save''' at the top of the editor. Your template is now ready to use to save time on future eManifests!

			== Using a Template ==
			When ACE or ACI templates exist, starting a new trip or shipment will display a '''Fill From Template''' button at the top of the '''Start New ACE Manifest''', '''Start New ACI eManifest''', '''Start New ACE Shipment''', and '''Start new ACI eManifest''' pages.

			# Click the '''Fill From Template''' button to open the '''Fill eManifest from ACE or ACI Template''' modal.
			# Enter the template name and select it. This will reveal the data that the template will load into the eManifest or Shipment.
			# Click the '''Use Template''' button to import that data into the eManifest or Shipment.

	[[Category:ACE eManifest]]		[[Category:ACE eManifest]]

Admin at 21:00, 3 June 2026

2026-06-03T21:00:23Z

← Older revision		Revision as of 17:00, 3 June 2026
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	=== Adding Template Details ===		=== Adding Template Details ===
	Once your template is named, the next step is creating the details for the template. As shown in the reference ~~image~~ Screenshot 2026-06-03 164255.png ~~displaying the~~ ACI Template Editor, you can click the '''+ Add''' drop-down menu to preload a comprehensive list of trip and shipment data points.		Once your template is named, the next step is creating the details for the template. As shown in the reference images Screenshot 2026-06-03 164255.png (ACI Template Editor) and Screenshot 2026-06-03 165911.png (ACE Template Editor), you can click the '''+ Add''' drop-down menu to preload a comprehensive list of trip and shipment data points.

	~~The~~ details you can add ~~to the template~~ include:		'''For ACI Templates''', the details you can add include:
	* Add ETA Date Rule		* Add ETA Date Rule
	* Add Carrier Code		* Add Carrier Code
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	* Shipper		* Shipper
	* Consignee		* Consignee
			* Add Commodity

			'''For ACE Templates''', the details you can add include:
			* Add SCAC Code
			* Add ETA Date Rule
			* Add U.S. Port of Arrival
			* Add Truck
			* Add Driver
			* Add Driver Address
			* Add Passenger
			* Add Trailer
			* Add Shipment Type
			* Shipper
			* Consignee
			* Broker
	* Add Commodity		* Add Commodity

Admin at 20:46, 3 June 2026

2026-06-03T20:46:47Z

← Older revision		Revision as of 16:46, 3 June 2026
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	== Overview ==		== Overview ==
	The '''eManifest Template Feature''' in BorderConnect is a powerful tool designed to streamline the creation of both ~~[[ACE eManifest\|~~ACE (U.S.)]] and ~~[[ACI eManifest\|~~ACI (Canada)]] eManifests. By allowing users to save frequently used trip, driver, equipment, and shipment information, templates drastically reduce data entry time and minimize the risk of costly keying errors.		The '''eManifest Template Feature''' in BorderConnect is a powerful tool designed to streamline the creation of both ACE (U.S.) and ACI (Canada) eManifests and shipments. By allowing users to save frequently used trip, driver, equipment, and shipment information, templates drastically reduce data entry time and minimize the risk of costly manual keying errors.

	~~If your fleet runs dedicated lanes, regular LTL routes, or frequently uses~~ the ~~same truck and driver combinations,~~ setting ~~up eManifest~~ templates ~~will significantly speed up~~ your ~~dispatching workflow~~.		== Enabling the Template Feature ==
			The eManifest template setting is turned off by default. To begin utilizing templates, it must be enabled in your company's settings.

	~~== Benefits of Using Templates ==~~		# Navigate to the '''Company Settings''' page.
	* '''Time Savings:''' Generate new manifests in seconds by pre-loading up to ~~90% of~~ the ~~required trip data.~~		# Scroll to the '''Shared eManifest Settings''' section.
	* '''~~Reduced Errors:~~''' ~~Eliminate repetitive manual data entry, reducing the chance of typos that could lead to customs rejections or border delays~~.		# Toggle on '''Use Trip and Shipment Templates'''.
	* '''~~Standardization:~~''' ~~Ensure dispatchers are using the correct ports, drivers, and equipment for specific regular routes~~.
	* '''~~Flexibility:~~''' ~~Apply a template to populate the baseline data, then easily edit or add specific shipment details before transmitting~~.

	== ~~How to Create an eManifest Template~~ ==		== Accessing and Managing Templates ==
	~~There are two primary methods~~ for ~~creating an eManifest template in BorderConnect: saving an existing manifest as~~ a ~~template, or creating one from scratch~~.		Once the feature is enabled, you can manage all your existing templates and search for specific ones from a centralized location.

	~~=== Method 1: Saving an Existing Manifest as~~ a Template ~~(Recommended) ===~~		# From the top menu, hover over '''Manage Data''' and click '''Templates'''. This will bring you to the Template Search page.
	~~If you have already created an eManifest with~~ the ~~exact details you want to use again~~, you can quickly ~~save it as a~~ template.		# To find a specific template, type a keyword into the '''Template Contains''' field and click the '''Search''' button.
			# Below the search area, users can view a list of all existing ACE or ACI templates. From this list, you can quickly click to '''Edit''' or '''Delete''' any template.

	~~# Navigate to the '''eManifest Details''' page of the ACE or ACI manifest you wish to use.~~		== Creating a New Template ==
	~~# Scroll to~~ the ~~top right of the manifest details section.~~		From the Template Search page, you can easily build new templates for your recurring manifests or shipments.
	~~# Click the '''Save As~~ Template~~''' button.~~
	~~# A prompt will appear asking~~ you ~~to name the template. Enter a clear, descriptive name (e.g., ''"Detroit-Windsor Auto Parts - John Doe"'').~~
	~~# Click '''Save'''. The template is now saved and ready~~ for ~~future use~~.

	~~=== Method 2: Creating~~ a Template ~~from Scratch ===~~		# Click either the '''New ACE Template''' button (for US-bound trips) or the '''New ACI Template''' button (for Canada-bound trips).
	~~You can also build~~ a template ~~from the ground up without creating a live manifest first~~.		# You will be brought to the Template Editor for that specific country.
			# Enter a recognizable '''Template Name'''.
			# Enter a description that others might use to search for or identify the template. Note: If this is left empty, an AI-generated description will be added automatically once details are populated.

	~~# On the top menu bar~~, ~~navigate to~~ the ~~'''ACE eManifests''' or '''ACI eManifests''' menu.~~		=== Adding Template Details ===
	~~# Select '''Search/Manage Templates'''.~~		Once your template is named, the next step is creating the details for the template. As shown in the reference image Screenshot 2026-06-03 164255.png displaying the ACI Template Editor, you can click the '''+ Add''' drop-down menu to preload a comprehensive list of trip and shipment data points.
	~~# Click~~ the ~~'''New Template''' button at~~ the ~~top of~~ the ~~screen~~.
	~~# Enter a '''~~Template ~~Name'''. Make it easily identifiable for your dispatch team.~~
	~~# Fill out the standard manifest fields~~ you ~~want to save. You~~ can ~~include:~~
	#* '''~~Trip Details:~~''' ~~Port~~ of ~~Entry, Estimated Time of Arrival (ETA).~~
	~~#* '''Conveyance:''' Truck, Trailer(s), Seal Numbers.~~
	~~#* '''Crew:''' Driver, Co-Driver, Passengers.~~
	~~#* '''Shipment Data:''' (Optional) You can leave this blank if shipments change daily, or include standard shipper/consignee~~ data ~~if it remains constant.~~
	~~# Click '''Save Template''' at the bottom of the page~~.

	~~== How~~ to ~~Use a Template to Create a New eManifest ==~~		The details you can add to the template include:
	~~Once your templates are saved, applying them to new shipments is quick and easy.~~		* Add ETA Date Rule
			* Add Carrier Code
			* Add Port of Entry
			* Add Truck
			* Add Driver
			* Add Passenger
			* Add Trailer
			* Add Shipment Type
			* Add Release Office
			* Add Sub Location
			* Add Is Consolidated Rule
			* CSA Business Number
			* Shipper
			* Consignee
			* Add Commodity

	~~# From~~ the ~~top menu, select '''Start New ACE eManifest'''~~ or ~~'''Start New ACI eManifest'''.~~		Simply select the fields that remain consistent for your specific route or customer, fill in the data, and click '''Save''' at the top of the editor. Your template is now ready to use to save time on future eManifests!
	~~# At the very top of the new manifest screen~~, ~~locate the '''Use Template''' drop-down menu.~~
	~~# Select the desired template from~~ the ~~list.~~
	~~# Once selected~~, ~~the page will automatically refresh~~ and ~~populate all the saved fields.~~
	~~# Review the pre-loaded information. You will likely need to update the '''Estimated Date and Time of Arrival (ETA)''' and add the specific '''Trip Number'''.~~
	~~# Add or modify any '''Shipments''' attached to the manifest for this specific trip.~~
	~~# Click~~ '''Save''' ~~and proceed to transmit your eManifest to Customs.~~

	~~== Managing and Editing Templates ==~~
	~~Over time, drivers may change trucks, or regular routes might shift. You can easily update your existing templates.~~

	~~# Go to the '''ACE eManifests''' or '''ACI eManifests''' menu~~ at the top of the ~~screen~~.
	~~# Click on '''Search/Manage Templates'''.~~
	~~# You will see a list of all active templates.~~
	~~# To '''Edit''': Click the ''Edit'' link next to the~~ template~~. Make your necessary changes to the trip, driver, or equipment, and click '''Save'''.~~
	~~# To '''Delete''': Click the ''Delete'' link next~~ to ~~the template~~ to ~~remove it permanently from your list.~~

	~~== Best Practices ==~~
	* '''Use Descriptive Names:''' Name your templates based on ~~a logical convention, such as ''[Port of Entry] - [Driver Name] - [Customer]'', so dispatchers can find them instantly.~~
	* '''Leave Dynamic Fields Blank:''' If the trailer changes every trip but the truck and driver stay the same, leave the trailer field blank in the template to force the dispatcher to select the correct one manually.
	* '''Regular Audits:''' Periodically review your template list and delete outdated templates for former drivers or retired equipment to keep the drop-down list clean and manageable.

	[[Category:ACE eManifest]]		[[Category:ACE eManifest]]
	[[Category:ACI eManifest]]		[[Category:ACI eManifest]]
	[[Category:~~Dispatching~~]]		[[Category:Manage Data]]
	[[Category:~~Feature Guides~~]]		[[Category:Company Settings]]

Admin: Created page with "TOC == Overview == The '''eManifest Template Feature''' in BorderConnect is a powerful tool designed to streamline the creation of both ACE (U.S.) and ACI (Canada) eManifests. By allowing users to save frequently used trip, driver, equipment, and shipment information, templates drastically reduce data entry time and minimize the risk of costly keying errors. If your fleet runs dedicated lanes, regular LTL routes, or frequently u..."

2026-06-03T17:53:14Z

Created page with "__TOC__ == Overview == The '''eManifest Template Feature''' in BorderConnect is a powerful tool designed to streamline the creation of both ACE (U.S.) and ACI (Canada) eManifests. By allowing users to save frequently used trip, driver, equipment, and shipment information, templates drastically reduce data entry time and minimize the risk of costly keying errors. If your fleet runs dedicated lanes, regular LTL routes, or frequently u..."

New page

__TOC__

== Overview ==
The '''eManifest Template Feature''' in BorderConnect is a powerful tool designed to streamline the creation of both [[ACE eManifest|ACE (U.S.)]] and [[ACI eManifest|ACI (Canada)]] eManifests. By allowing users to save frequently used trip, driver, equipment, and shipment information, templates drastically reduce data entry time and minimize the risk of costly keying errors.

If your fleet runs dedicated lanes, regular LTL routes, or frequently uses the same truck and driver combinations, setting up eManifest templates will significantly speed up your dispatching workflow.

== Benefits of Using Templates ==
* '''Time Savings:''' Generate new manifests in seconds by pre-loading up to 90% of the required trip data.
* '''Reduced Errors:''' Eliminate repetitive manual data entry, reducing the chance of typos that could lead to customs rejections or border delays.
* '''Standardization:''' Ensure dispatchers are using the correct ports, drivers, and equipment for specific regular routes.
* '''Flexibility:''' Apply a template to populate the baseline data, then easily edit or add specific shipment details before transmitting.

== How to Create an eManifest Template ==
There are two primary methods for creating an eManifest template in BorderConnect: saving an existing manifest as a template, or creating one from scratch.

=== Method 1: Saving an Existing Manifest as a Template (Recommended) ===
If you have already created an eManifest with the exact details you want to use again, you can quickly save it as a template.

# Navigate to the '''eManifest Details''' page of the ACE or ACI manifest you wish to use.
# Scroll to the top right of the manifest details section.
# Click the '''Save As Template''' button.
# A prompt will appear asking you to name the template. Enter a clear, descriptive name (e.g., ''"Detroit-Windsor Auto Parts - John Doe"'').
# Click '''Save'''. The template is now saved and ready for future use.

=== Method 2: Creating a Template from Scratch ===
You can also build a template from the ground up without creating a live manifest first.

# On the top menu bar, navigate to the '''ACE eManifests''' or '''ACI eManifests''' menu.
# Select '''Search/Manage Templates'''.
# Click the '''New Template''' button at the top of the screen.
# Enter a '''Template Name'''. Make it easily identifiable for your dispatch team.
# Fill out the standard manifest fields you want to save. You can include:
#* '''Trip Details:''' Port of Entry, Estimated Time of Arrival (ETA).
#* '''Conveyance:''' Truck, Trailer(s), Seal Numbers.
#* '''Crew:''' Driver, Co-Driver, Passengers.
#* '''Shipment Data:''' (Optional) You can leave this blank if shipments change daily, or include standard shipper/consignee data if it remains constant.
# Click '''Save Template''' at the bottom of the page.

== How to Use a Template to Create a New eManifest ==
Once your templates are saved, applying them to new shipments is quick and easy.

# From the top menu, select '''Start New ACE eManifest''' or '''Start New ACI eManifest'''.
# At the very top of the new manifest screen, locate the '''Use Template''' drop-down menu.
# Select the desired template from the list.
# Once selected, the page will automatically refresh and populate all the saved fields.
# Review the pre-loaded information. You will likely need to update the '''Estimated Date and Time of Arrival (ETA)''' and add the specific '''Trip Number'''.
# Add or modify any '''Shipments''' attached to the manifest for this specific trip.
# Click '''Save''' and proceed to transmit your eManifest to Customs.

== Managing and Editing Templates ==
Over time, drivers may change trucks, or regular routes might shift. You can easily update your existing templates.

# Go to the '''ACE eManifests''' or '''ACI eManifests''' menu at the top of the screen.
# Click on '''Search/Manage Templates'''.
# You will see a list of all active templates.
# To '''Edit''': Click the ''Edit'' link next to the template. Make your necessary changes to the trip, driver, or equipment, and click '''Save'''.
# To '''Delete''': Click the ''Delete'' link next to the template to remove it permanently from your list.

== Best Practices ==
* '''Use Descriptive Names:''' Name your templates based on a logical convention, such as ''[Port of Entry] - [Driver Name] - [Customer]'', so dispatchers can find them instantly.
* '''Leave Dynamic Fields Blank:''' If the trailer changes every trip but the truck and driver stay the same, leave the trailer field blank in the template to force the dispatcher to select the correct one manually.
* '''Regular Audits:''' Periodically review your template list and delete outdated templates for former drivers or retired equipment to keep the drop-down list clean and manageable.

[[Category:ACE eManifest]]
[[Category:ACI eManifest]]
[[Category:Dispatching]]
[[Category:Feature Guides]]