BorderConnect Software User Guide: Difference between revisions

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{{#seo:
|title=eManifest Software User Guide & Manual {{!}} BorderConnect Support Wiki
|title_mode=replace
|keywords=BorderConnect user guide, eManifest software manual, ACE manifest tutorial, ACI eManifest guide, cross-border software help, US in-bond manager, truck profile setup, customs compliance software
|description=The central documentation hub for BorderConnect. Access complete workflow guides and tutorials for ACE Manifests, ACI eManifests, U.S. In-Bond filing, and profile management.
}}
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}
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[[File:Createtrailer1.png|thumb|400|right|Trailer Details Page]]
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<h1>BorderConnect Software User Guide</h1>
<p>The central hub for all feature documentation, page breakdowns, and workflow guides within the BorderConnect platform.</p>
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<span class="bc-article-pill"><i class="fas fa-book"></i> Type: Documentation Hub</span>
<span class="bc-article-pill"><i class="fas fa-laptop-code"></i> Platform: Web Interface</span>
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The '''BorderConnect Software User Guide''' provides an overview of the features, pages, and workflows available within the BorderConnect platform.Β 
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It is designed to help users quickly become familiar with the software and efficiently complete cross-border reporting using BorderConnect’s web-based eManifest solutions.
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BorderConnect offers a user-friendly interface for complying with Canadian and U.S. eManifest requirements, supported by [[https://www.borderconnect.com/contact 24/7 technical support]].
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<h2 style="margin-top: 0;">Overview</h2>[[File:Createtrailer1.png|360px|thumb|right|BorderConnect Interface Example (Trailer Page)]]
<p>The <strong>BorderConnect Software User Guide</strong> is designed to help users quickly become familiar with the software and efficiently complete cross-border reporting.</p>
<p>BorderConnect offers a user-friendly interface for complying with Canadian and U.S. eManifest requirements, supported by [https://www.borderconnect.com/contact 24/7 technical support].</p>
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<strong>Core Goal:</strong> To streamline the creation, transmission, and monitoring of ACI, ACE, and In-Bond filings.
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== Getting Started with BorderConnect ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Getting Started: Core Profiles</h2>
<p>Before creating your first eManifest, you must set up the core profiles used throughout the system. This data is reused across shipments to reduce entry time.</p>


Before creating your first eManifest, you should set up core profiles used throughout the system.Β 
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Profile information is reused across manifests and shipments to reduce data entry and ensure accuracy.
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=== Required Profiles ===
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<h3>Required Profiles</h3>
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* <strong>Driver Profiles:</strong> Identification and FAST card data.
* <strong>Truck Profiles:</strong> Tractor details, VINs, and plates.
* <strong>Trailer Profiles:</strong> Trailer unit numbers and types.
* <strong>Passenger Profiles:</strong> Details for co-drivers or passengers.
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{| class="wikitable"
<div>
! Profile Type !! Purpose
<h3>Profile Guides</h3>
|-
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| Driver Profiles || Identify drivers crossing the border
* [[Creating_and_Maintaining_Driver_Profiles_(ACE_and_ACI_eManifest)|Creating Driver Profiles]]
|-
* [[Creating_and_Maintaining_Truck_Profiles_(ACE_and_ACI_eManifest)|Creating Truck Profiles]]
| Passenger Profiles || Record passengers accompanying drivers
* [[Creating_and_Maintaining_Trailer_Profiles_(ACE_and_ACI_eManifest)|Creating Trailer Profiles]]
|-
* [[Creating_and_Maintaining_Passenger_Profiles_(ACE_and_ACI_eManifest)|Creating Passenger Profiles]]
| Truck Profiles || Store tractor details for conveyances
</div>
|-
</div>
| Trailer Profiles || Store trailer details used on manifests
|}


It is strongly recommended that profiles be created and maintained '''in advance''' to streamline manifest creation.
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* [[Creating_and_Maintaining_Driver_Profiles_(ACE_and_ACI_eManifest)|Creating and Maintaining Driver Profiles]]
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Management Features</h2>
* [[Creating_and_Maintaining_Passenger_Profiles_(ACE_and_ACI_eManifest)|Creating and Maintaining Passenger Profiles]]
<p>Tools for managing your company's reference data.</p>
* [[Creating_and_Maintaining_Truck_Profiles_(ACE_and_ACI_eManifest)|Creating and Maintaining Truck Profiles]]
* [[Creating_and_Maintaining_Trailer_Profiles_(ACE_and_ACI_eManifest)|Creating and Maintaining Trailer Profiles]]


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== Administrative Features ==
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<h3>πŸ‘¨β€βœˆοΈ Driver Management</h3>
Users created as '''Super Users''' have access to company-level and administrative configuration pages.
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{| class="wikitable"
! Page !! Description
|-
| Company Details Page || Manage company identification and contact details
|-
| Company Settings Page || Configure software and reporting preferences
|-
| My Account Settings Page || Manage individual user account settings
|}
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* [[Company_Details_Page|Company Details Page]]
* [[Company_Settings_Page|Company Settings Page]]
* [[My_Account_Settings|My Account Settings Page]]
Β 
----
Β 
== Management Features ==
Β 
[[File:Adddriverpage1.png|thumb|400|right|Create a Driver Page]]
Β 
These features allow users to manage reference data used throughout BorderConnect.
Β 
=== Driver Management ===
* [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]]
* [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]]
* [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]]
* [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]]
* [[Driver_Details_Page_(ACE_and_ACI_eManifest)|Driver Details Page]]
* [[Driver_Details_Page_(ACE_and_ACI_eManifest)|Driver Details Page]]
</div>
</div>


=== Truck Management ===
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<h3>πŸš› Truck Management</h3>
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* [[Add Truck Page (ACE and ACI eManifest)|Add Truck Page]]
* [[Add Truck Page (ACE and ACI eManifest)|Add Truck Page]]
* [[Truck_Search_Page_(ACE_and_ACI_eManifest)|Truck Search Page]]
* [[Truck_Search_Page_(ACE_and_ACI_eManifest)|Truck Search Page]]
* [[Truck_Details_Page_(ACE_and_ACI_eManifest)|Truck Details Page]]
* [[Truck_Details_Page_(ACE_and_ACI_eManifest)|Truck Details Page]]
</div>
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=== Trailer Management ===
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<h3>πŸ“¦ Trailer Management</h3>
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* [[Add_Trailer_Page_(ACE_and_ACI_eManifest)|Add Trailer Page]]
* [[Add_Trailer_Page_(ACE_and_ACI_eManifest)|Add Trailer Page]]
* [[Trailer_Search_Page_(ACE_and_ACI_eManifest)|Trailer Search Page]]
* [[Trailer_Search_Page_(ACE_and_ACI_eManifest)|Trailer Search Page]]
* [[Trailer_Details_Page_(ACE_and_ACI_eManifest)|Trailer Details Page]]
* [[Trailer_Details_Page_(ACE_and_ACI_eManifest)|Trailer Details Page]]
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=== Passenger Management ===
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* [[Add_Passenger_Page_(ACE_and_ACI_eManifest)|Add Passenger Page]]
<h3>βš™οΈ Admin Settings</h3>
* [[Passenger_Search_Page_(ACE_and_ACI_eManifest)|Passenger Search Page]]
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* [[Passenger_Details_Page_(ACE_and_ACI_eManifest)|Passenger Details Page]]
* [[Company_Details_Page|Company Details Page]]
* [[Company_Settings_Page|Company Settings Page]]
* [[My_Account_Settings|My Account Settings Page]]
</div>
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== File Import and Automation ==
</div> <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACI eManifest Software (Canada)</h2>
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[[File:Acishipment3.png|thumb|right|400px||ACI Shipment Details Page]]
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These tools support bulk data entry and automation.
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<h3>ACI Workflows</h3>
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* [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest]]
* [[ACI_eManifest_Search_Page_(ACI_eManifest)|ACI eManifest Search]]
* [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment]]
* [[ACI_Shipment_Search_Page_(ACI_eManifest)|ACI Shipment Search]]
* [[ACI_CSA_Importer_Search_Page_(ACI_eManifest)|CSA Importer Search]]
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See also: [[ACI_eManifest_Software_User_Guide_(CBSA)|CBSA Compliance Guide]]
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* [[Import_Wizard_(ACE_and_ACI_eManifest)|File Import Wizard]]
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* [[E-Manifest_Tracking_Feature_(ACE_and_ACI_eManifest)|eManifest Tracking Feature]]
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* [[E-Manifest_Sync_Feature_(ACE_and_ACI_eManifest)|eManifest Sync Feature]]


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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACE Manifest Software (USA)</h2>
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[[File:Ace_search_page_1.png|thumb|left|400px|ACE Manifest Search Page]]
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<h3>ACE Workflows</h3>
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* [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|Start New ACE Manifest]]
* [[ACE_Manifest_Search_Page_(ACE_Manifest)|ACE Manifest Search]]
* [[Start_New_ACE_Shipment_Page_(ACE_Manifest)|Start New ACE Shipment]]
* [[ACE_Shipment_Details_Page_(ACE_Manifest)|ACE Shipment Details]]
* [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating Lead Sheets]]
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See also: [[ACE_Manifest_Software_User_Guide_(CBP)|CBP Compliance Guide]]
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== ACI Software User Guide ==
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[[File:Acishipment3.png|thumb|500|right|ACI Shipment Details Page]]
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">U.S. In-Bond Manager</h2>
[[File:Csa1.png|thumb|500|right|ACI CSA Importer Search Page]]
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[[File:In-bond-dashboard.png|thumb|right|400px|U.S. In-Bond Dashboard]]
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The following articles cover pages and workflows specific to BorderConnect’s ACI eManifest software.
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For CBSA-focused content, see the [[ACI_eManifest_Software_User_Guide_(CBSA)|ACI eManifest Software User Guide]].
<h3>QP & WP Workflows</h3>
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* [[In-Bond_Dashboard_(U.S._In-Bond_Manager)|In-Bond Dashboard]]
* [[Start_New_QP_In-Bond_Page_(U.S._In-Bond_Manager)|Start New QP In-Bond]]
* [[Arrive_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Arrive In-Bond (WP)]]
* [[Export_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Export In-Bond (WP)]]
* [[In-Bond_Status_Notifications_Page_(U.S._In-Bond_Manager)|Status Notifications]]
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=== ACI eManifests ===
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* [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest Page]]
</div>
* [[ACI_eManifest_Search_Page_(ACI_eManifest)|ACI eManifest Search Page]]
* [[Edit_ACI_eManifest_Page_(ACI_eManifest)|Edit ACI eManifest Page]]
* [[ACI_eManifest_Details_Page_(ACI_eManifest)|ACI eManifest Details Page]]
* [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACI Lead Sheets]]


=== ACI Shipments ===
<div class="bc-card" style="margin-top: 30px;">
* [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment Page]]
<h3>πŸ“‚ Import & Automation Tools</h3>
* [[ACI_Shipment_Search_Page_(ACI_eManifest)|ACI Shipment Search Page]]
<p>Features for bulk data entry and automation.</p>
* [[Edit_ACI_Shipment_Page_(ACI_eManifest)|Edit ACI Shipment Page]]
<div class="bc-cleanlist">
* [[ACI_Shipment_Details_Page_(ACI_eManifest)|ACI Shipment Details Page]]
* [[Import_Wizard_(ACE_and_ACI_eManifest)|File Import Wizard]]
* [[Add/Edit_Commodity_for_ACI_Shipment_Page_(ACI_eManifest)|Add/Edit Commodity for ACI Shipment Page]]
* [[E-Manifest_Tracking_Feature_(ACE_and_ACI_eManifest)|eManifest Tracking Feature]]
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* [[E-Manifest_Sync_Feature_(ACE_and_ACI_eManifest)|eManifest Sync Feature]]
=== ACI Data Management ===
</div>
* [[ACI_Shipper/Consignee_Search_Page_(ACI_eManifest)|ACI Shipper/Consignee Search Page]]
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* [[ACI_Commodity_Description_Search_Page_(ACI_eManifest)|ACI Commodity Description Search Page]]
* [[ACI_Hazardous_Goods_Search_Page_(ACI_eManifest)|ACI Hazardous Goods Search Page]]
* [[ACI_CSA_Importer_Search_Page_(ACI_eManifest)|ACI CSA Importer Search Page]]
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Β 
== ACE Software User Guide ==
Β 
[[File:Ace_search_page_1.png|thumb|400|right|ACE Manifest Search Page]]
Β 
These articles focus on BorderConnect’s ACE Manifest functionality.Β 
For CBP-focused guidance, see the [[ACE_Manifest_Software_User_Guide_(CBP)|ACE Manifest Software User Guide]].
Β 
=== ACE Manifests ===
* [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|Start New ACE Manifest Page]]
* [[ACE_Manifest_Search_Page_(ACE_Manifest)|ACE Manifest Search Page]]
* [[Edit_ACE_Manifest_Page_(ACE_Manifest)|Edit ACE Manifest Page]]
* [[ACE_Manifest_Details_Page_(ACE_Manifest)|ACE Manifest Details Page]]
* [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACE Lead Sheets]]
Β 
=== ACE Shipments ===
* [[Start_New_ACE_Shipment_Page_(ACE_Manifest)|Start New ACE Shipment Page]]
* [[ACE_Shipment_Search_Page_(ACE_Manifest)|ACE Shipment Search Page]]
* [[Edit_ACE_Shipment_Page_(ACE_Manifest)|Edit ACE Shipment Page]]
* [[ACE_Shipment_Details_Page_(ACE_Manifest)|ACE Shipment Details Page]]
* [[ACE_Commodity_Details_Page_(ACE_Manifest)|ACE Commodity Details Page]]
* [[Add/Edit_Commodity_for_ACE_Shipment_Page_(ACE_Manifest)|Add/Edit Commodity for ACE Shipment Page]]
Β 
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== U.S. In-Bond Manager Software User Guide ==
Β 
[[File:In-bond-dashboard.png|thumb|400|right|U.S. In-Bond Dashboard Page]]
Β 
These articles cover BorderConnect’s U.S. In-Bond Manager functionality.Β 
For CBP-specific guidance, see the [[US_In_Bond_Manager_Guide_(CBP)|U.S. In-Bond Manager Software User Guide]].
Β 
* [[In-Bond_Dashboard_(U.S._In-Bond_Manager)|In-Bond Dashboard Page]]
Β 
=== QP In-Bonds ===
* [[Start_New_QP_In-Bond_Page_(U.S._In-Bond_Manager)|Start New QP In-Bond Page]]
* [[Start_New_QP_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Start New QP Bill of Lading Page]]
* [[Add_New_Commodity_to_QP_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Add New Commodity to QP Bill of Lading Page]]
* [[QP_In-Bond_Details_for_In-Bond_Page_(U.S._In-Bond_Manager)|QP In-Bond Details Page]]
* [[QP_In-Bond_Search_Page_(U.S._In-Bond_Manager)|QP In-Bond Search Page]]
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=== Status Queries & Messaging ===
* [[In-Bond_Status_Notifications_Page_(U.S._In-Bond_Manager)|In-Bond Status Notifications Page]]
* [[In-Bond_Status_Notification_Details_Page_(U.S._In-Bond_Manager)|In-Bond Status Notification Details Page]]
* [[Search_In-Bond_Status_Queries_Page_(U.S._In-Bond_Manager)|Search In-Bond Status Queries Page]]
* [[Send_In-Bond_Status_Query_Page_(U.S._In-Bond_Manager)|Send In-Bond Status Query Page]]
Β 
=== WP Send Requests ===
* [[Arrive_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Arrive Entire In-Bond]]
* [[Arrive_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Arrive Bill of Lading]]
* [[Export_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Export Entire In-Bond]]
* [[Send_In-Bond_Port_Diversion_Page_(U.S._In-Bond_Manager)|Send In-Bond Port Diversion]]
* [[Send_In-Bond_Transfer_of_Liability_Page_(U.S._In-Bond_Manager)|Send Transfer of Liability]]


[[Category:BorderConnect Software User Guide]]
</div> [[Category:BorderConnect Software User Guide]]