BorderConnect Software User Guide: Difference between revisions
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{{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}} | ||
[[File:Createtrailer1.png|thumb|400|right|Trailer Details Page] | [[File:Createtrailer1.png|thumb|400|right|Trailer Details Page]] | ||
The '''BorderConnect Software User Guide''' provides an overview of the features, pages, and workflows available within the BorderConnect platform. | |||
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. | |||
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]]. | |||
*[[Creating_and_Maintaining_Driver_Profiles_(ACE_and_ACI_eManifest)|Driver | ---- | ||
*[[Creating_and_Maintaining_Passenger_Profiles_(ACE_and_ACI_eManifest)|Passenger | |||
*[[Creating_and_Maintaining_Truck_Profiles_(ACE_and_ACI_eManifest)|Truck | == Getting Started with BorderConnect == | ||
*[[Creating_and_Maintaining_Trailer_Profiles_(ACE_and_ACI_eManifest)|Trailer | |||
Before creating your first eManifest, you should set up core profiles used throughout the system. | |||
Profile information is reused across manifests and shipments to reduce data entry and ensure accuracy. | |||
=== Required Profiles === | |||
{| class="wikitable" | |||
! Profile Type !! Purpose | |||
|- | |||
| Driver Profiles || Identify drivers crossing the border | |||
|- | |||
| Passenger Profiles || Record passengers accompanying drivers | |||
|- | |||
| Truck Profiles || Store tractor details for conveyances | |||
|- | |||
| Trailer Profiles || Store trailer details used on manifests | |||
|} | |||
It is strongly recommended that profiles be created and maintained '''in advance''' to streamline manifest creation. | |||
* [[Creating_and_Maintaining_Driver_Profiles_(ACE_and_ACI_eManifest)|Creating and Maintaining Driver Profiles]] | |||
* [[Creating_and_Maintaining_Passenger_Profiles_(ACE_and_ACI_eManifest)|Creating and Maintaining Passenger Profiles]] | |||
* [[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]] | |||
---- | |||
== Administrative Features == | == Administrative Features == | ||
Users created as '''Super Users''' have access to company-level and administrative configuration pages. | |||
{| 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 | |||
|} | |||
* [[Company_Details_Page|Company Details Page]] | * [[Company_Details_Page|Company Details Page]] | ||
* [[Company_Settings_Page|Company Settings Page]] | * [[Company_Settings_Page|Company Settings Page]] | ||
* [[My_Account_Settings|My Account Settings Page]] | * [[My_Account_Settings|My Account Settings Page]] | ||
---- | |||
== Management Features == | == Management Features == | ||
[[File:Adddriverpage1.png|thumb|400|right|Create a Driver Page]] | [[File:Adddriverpage1.png|thumb|400|right|Create a Driver Page]] | ||
These features allow users to manage reference data used throughout BorderConnect. | |||
=== 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]] | ||
=== Truck Management === | |||
* [[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]] | ||
=== Trailer Management === | |||
* [[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]] | ||
=== Passenger Management === | |||
* [[Add_Passenger_Page_(ACE_and_ACI_eManifest)|Add Passenger Page]] | * [[Add_Passenger_Page_(ACE_and_ACI_eManifest)|Add Passenger Page]] | ||
* [[Passenger_Search_Page_(ACE_and_ACI_eManifest)|Passenger Search Page]] | |||
* [[Passenger_Details_Page_(ACE_and_ACI_eManifest)|Passenger Details Page]] | * [[Passenger_Details_Page_(ACE_and_ACI_eManifest)|Passenger Details Page]] | ||
---- | |||
== File Import and Automation == | |||
These tools support bulk data entry and automation. | |||
* [[Import_Wizard_(ACE_and_ACI_eManifest)|File Import Wizard]] | * [[Import_Wizard_(ACE_and_ACI_eManifest)|File Import Wizard]] | ||
* [[E-Manifest_Tracking_Feature_(ACE_and_ACI_eManifest)|eManifest Tracking Feature]] | * [[E-Manifest_Tracking_Feature_(ACE_and_ACI_eManifest)|eManifest Tracking Feature]] | ||
* [[E-Manifest_Sync_Feature_(ACE_and_ACI_eManifest)|eManifest Sync Feature]] | |||
---- | |||
== ACI Software User Guide == | == ACI Software User Guide == | ||
[[File:Acishipment3.png|thumb|500|right|ACI Shipment | [[File:Acishipment3.png|thumb|500|right|ACI Shipment Details Page]] | ||
[[File:Csa1.png|thumb|500|right|ACI CSA Importer Search Page]] | [[File:Csa1.png|thumb|500|right|ACI CSA Importer Search Page]] | ||
The following articles cover pages and workflows specific to BorderConnect’s ACI eManifest software. | |||
For CBSA-focused content, see the [[ACI_eManifest_Software_User_Guide_(CBSA)|ACI eManifest Software User Guide]]. | |||
=== ACI eManifests === | |||
* [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest Page]] | * [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest Page]] | ||
* [[ACI_eManifest_Search_Page_(ACI_eManifest)|ACI eManifest Search Page]] | * [[ACI_eManifest_Search_Page_(ACI_eManifest)|ACI eManifest Search Page]] | ||
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* [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACI Lead Sheets]] | * [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACI Lead Sheets]] | ||
=== ACI Shipments === | |||
* [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment Page]] | * [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment Page]] | ||
* [[ACI_Shipment_Search_Page_(ACI_eManifest)|ACI Shipment Search Page]] | * [[ACI_Shipment_Search_Page_(ACI_eManifest)|ACI Shipment Search Page]] | ||
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* [[Add/Edit_Commodity_for_ACI_Shipment_Page_(ACI_eManifest)|Add/Edit Commodity for ACI Shipment Page]] | * [[Add/Edit_Commodity_for_ACI_Shipment_Page_(ACI_eManifest)|Add/Edit Commodity for ACI Shipment Page]] | ||
=== ACI Data Management === | |||
* [[ACI_Shipper/Consignee_Search_Page_(ACI_eManifest)|ACI Shipper/Consignee Search Page]] | * [[ACI_Shipper/Consignee_Search_Page_(ACI_eManifest)|ACI Shipper/Consignee Search Page]] | ||
* [[ACI_Commodity_Description_Search_Page_(ACI_eManifest)|ACI Commodity Description Search Page]] | * [[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_Hazardous_Goods_Search_Page_(ACI_eManifest)|ACI Hazardous Goods Search Page]] | ||
* [[ACI_CSA_Importer_Search_Page_(ACI_eManifest)|ACI CSA Importer Search Page]] | * [[ACI_CSA_Importer_Search_Page_(ACI_eManifest)|ACI CSA Importer Search Page]] | ||
---- | |||
== ACE Software User Guide == | == ACE Software User Guide == | ||
[[File:Ace_search_page_1.png|thumb|400|right|ACE Manifest Search Page]] | [[File:Ace_search_page_1.png|thumb|400|right|ACE Manifest Search Page]] | ||
These articles focus on BorderConnect’s ACE Manifest functionality. | |||
For CBP-focused guidance, see the [[ACE_Manifest_Software_User_Guide_(CBP)|ACE Manifest Software User Guide]]. | |||
=== ACE Manifests === | |||
* [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|Start New ACE Manifest Page]] | * [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|Start New ACE Manifest Page]] | ||
* [[ACE_Manifest_Search_Page_(ACE_Manifest)|ACE Manifest Search Page]] | * [[ACE_Manifest_Search_Page_(ACE_Manifest)|ACE Manifest Search Page]] | ||
* [[Edit_ACE_Manifest_Page_(ACE_Manifest)|Edit ACE Manifest Page]] | * [[Edit_ACE_Manifest_Page_(ACE_Manifest)|Edit ACE Manifest Page]] | ||
* [[ACE_Manifest_Details_Page_(ACE_Manifest)|ACE Manifest Details Page]] | * [[ACE_Manifest_Details_Page_(ACE_Manifest)|ACE Manifest Details Page]] | ||
* [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACE | * [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACE Lead Sheets]] | ||
=== ACE Shipments === | |||
* [[Start_New_ACE_Shipment_Page_(ACE_Manifest)|Start New ACE Shipment Page]] | * [[Start_New_ACE_Shipment_Page_(ACE_Manifest)|Start New ACE Shipment Page]] | ||
* [[ACE_Shipment_Search_Page_(ACE_Manifest)|ACE Shipment Search Page]] | * [[ACE_Shipment_Search_Page_(ACE_Manifest)|ACE Shipment Search Page]] | ||
| Line 102: | Line 148: | ||
* [[Add/Edit_Commodity_for_ACE_Shipment_Page_(ACE_Manifest)|Add/Edit Commodity for ACE Shipment Page]] | * [[Add/Edit_Commodity_for_ACE_Shipment_Page_(ACE_Manifest)|Add/Edit Commodity for ACE Shipment Page]] | ||
---- | |||
== U.S. In-Bond Manager Software User Guide == | == U.S. In-Bond Manager Software User Guide == | ||
[[File:In-bond-dashboard.png|thumb|400|right|U.S. In-Bond Dashboard Page]] | [[File:In-bond-dashboard.png|thumb|400|right|U.S. In-Bond Dashboard Page]] | ||
These articles cover BorderConnect’s U.S. In-Bond Manager functionality. | |||
For CBP-specific guidance, see the [[US_In_Bond_Manager_Guide_(CBP)|U.S. In-Bond Manager Software User Guide]]. | |||
* [[In-Bond_Dashboard_(U.S._In-Bond_Manager)|In-Bond Dashboard Page]] | * [[In-Bond_Dashboard_(U.S._In-Bond_Manager)|In-Bond Dashboard Page]] | ||
=== QP In-Bonds === | |||
* [[Start_New_QP_In-Bond_Page_(U.S._In-Bond_Manager)|Start New QP In-Bond Page]] | * [[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]] | * [[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]] | * [[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 | * [[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]] | * [[QP_In-Bond_Search_Page_(U.S._In-Bond_Manager)|QP In-Bond Search Page]] | ||
=== Status Queries & Messaging === | |||
* [[In-Bond_Status_Notifications_Page_(U.S._In-Bond_Manager)|In-Bond Status Notifications Page]] | * [[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]] | * [[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]] | * [[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]] | * [[Send_In-Bond_Status_Query_Page_(U.S._In-Bond_Manager)|Send In-Bond Status Query Page]] | ||
=== WP Send Requests === | |||
* [[Arrive_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Arrive Entire In-Bond]] | |||
* [[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]] | ||
* [[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]] | |||
* [[Export_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Export Entire In-Bond | * [[Send_In-Bond_Transfer_of_Liability_Page_(U.S._In-Bond_Manager)|Send Transfer of Liability]] | ||
* [[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]] | [[Category:BorderConnect Software User Guide]] | ||