CargoTrax Document Packet

RoRo Customer Document Upload & Review

Customer-facing and internal document workspace for RoRo title, bill of sale, identity/business documents, export authorization, carrier booking, AES/ITN evidence, and dock receipt readiness.

Packet

CT-RORO-DEMO-001

RoRo Vehicle Export | VIN-DEMO-001

MISSING_ITEMS

CargoTrax Status Strip

Color-coded shipment, document, title/cargo, booking, AES/ITN, payment, dock receipt, and tracking status.

Green = ready/complete · Blue = active · Orange = pending/action needed · Red = hold/blocked · Gray = future/not started

Shipment

In Progress

Customer RoRo packet is open.

Documents

Action Needed

Required customer documents are pending.

Title/Cargo

In Review

Title and VIN review pending clearance.

Booking

Pending

Carrier booking not confirmed.

AES/ITN

Pending

ITN required before dock receipt release.

Payment

Payment Needed

Customer release may be blocked until payment clears.

Dock Receipt

Locked

Blocked until packet gates pass.

Tracking

Active

Customer-visible timeline started.

Source: Fallback static packet view

Backend Required Document Packet

Status: Fallback Checklist · Source: Fallback static checklist

Fallback Mode

Required Document 1

Vehicle title

Required Document 2

Bill of sale / commercial invoice

Required Document 3

Customer ID / business document

Required Document 4

Power of attorney / export authorization when required

Required Document 5

Lien release when required

Required Document 6

Carrier booking document

Required Document 7

AES / ITN confirmation

Required Document 8

Dock receipt

This checklist is for sandbox packet validation only. Final production workflows belong to the future NVOCC public website/domain.

Customer

Demo Export Customer

Portal upload workflow active.

Title Review

UNDER_REVIEW

Title must clear before dock receipt.

Internal Review

WAITING_FOR_CUSTOMER_DOCUMENTS

Missing documents still block full review.

Dock Receipt Gate

Blocked

BLOCKED_UNTIL_DOCUMENTS_TITLE_BOOKING_AES_CLEAR

Required RoRo Document Checklist

Back to Intake AES / ITN Workspace Dock Receipts

Vehicle Title

Customer + Internal

ReceivedRequiredTitle review queueTitle received; ownership/lien/title clarity review still pending.

Bill of Sale / Commercial Invoice

Customer + Internal

MissingRequiredDocument intakeRequired for cargo value, buyer/seller evidence, and AES/EEI packet support.

Customer ID / Business Registration

Internal review

MissingRequiredCompliance reviewRequired before final internal clearance and customer account verification.

Power of Attorney / Export Authorization

Internal review

ConditionalConditionalExport operationsRequired when CargoTrax/SIA files or acts as authorized export agent.

Lien Release

Internal review

ConditionalConditionalTitle review queueRequired when the title or ownership record shows lienholder interest.

Vehicle Photos

Customer + Internal

OptionalOptionalCargo verificationUseful for condition, damage, non-running status, and port/carrier handling.

Carrier Booking Document

Internal + Customer after approval

PendingRequired before dock receiptCarrier bookingAdded after booking is confirmed by carrier.

AES / ITN Confirmation

Internal + Customer after approval

PendingRequired before dock receiptAES filing workspaceStored after AES/EEI acceptance and ITN assignment.

Dock Receipt

Customer + Internal

LockedGenerated after gates passCargoTrax systemUnlocked after documents, title, booking, AES/ITN, and holds are clear.

Customer Upload Actions

Upload buttons are staged for the next backend file-storage step. Current screen establishes the required packet, review statuses, and dock receipt gate.

Document Workflow Timeline

1. Customer uploads required documents

2. CargoTrax validates missing/received/conditional status

3. Internal review approves or rejects each document

4. Title/cargo verification clears export hold

5. Carrier booking document is attached

6. AES/ITN confirmation is stored

7. Dock receipt generation unlocks