YourDocs Module
YourDocs Module is a customizable document management feature within ERP systems that allows users to upload, store, and manage client-specific or job-related documents directly within ERP records. This module supports secure storage of invoices, proof-of-delivery, compliance certificates, contracts, and other logistics documentation. By keeping documents tied to specific jobs, customers, or vendors, the YourDocs Module improves visibility, accelerates workflow approvals, and ensures documentation is audit-ready at every stage of the logistics process.
How does YourDocs Module Work in Logistics?
When a user completes a shipment, receives a scanned document, or exchanges forms with a client, they can upload those files directly into the ERP’s YourDocs Module. Documents are stored under specific job IDs, customer profiles, or shipment records. The module supports formats like PDF, JPEG, XLS, and Word files. Role-based access control ensures only authorized users can view, edit, or download files. ERP workflows can be configured to trigger actions—like invoice generation or compliance checks- based on uploaded documents.
ERP-Enabled Yard Operations Framework
Entry Authorization
Only users with defined roles can upload or access sensitive documents in YourDocs, protecting data integrity and client confidentiality.
Staging Zone Allocation
Documents are categorized and stored by job, customer, shipment phase, or document type, ensuring quick retrieval during audits or queries.
Movement Control
ERP tracks when documents are uploaded, who accessed them, and whether any versions were updated, maintaining full document lifecycle visibility.
Asset Turnover Monitoring
Related records, such as equipment inspection forms or container photos, can be stored alongside jobs, improving asset traceability and documentation.
Documentation & Handover Sync
YourDocs centralizes all documentation linked to each shipment, enabling smooth handovers between teams and automatic inclusion in ERP-generated reports.
Conclusion
The YourDocs Module in ERP logistics simplifies document storage and access by embedding it into core workflows. It improves compliance, accelerates approvals, and reduces paperwork chaos, empowering logistics teams with fast, secure, and organized access to critical documents at any time.