This guide assists you in understanding the essential terminologies and functions of the WaveBL platform.
Important terms to know
|
Organization |
Company/Organization name |
|
Business Unit (BU) |
The organization's branches, agencies, or subsidiaries |
|
Business Unit Card (BUC) |
Details of a Business Unit. This must be exchanged and confirmed with your trading partners to collaborate. |
Envelopes Folders
The primary interface to handle the eBL envelopes.
| Create New Envelope | To issue eBL and Unique Documents (to be used by Issuers) |
| Inbox | All the received eBL envelopes and documents. |
| Sending | All the envelopes are being sent during the sending process. |
| Sent | All the envelopes that were successfully sent. |
| Drafts | All documents or eBLs that have not yet been sent out. |
| Archived | All envelopes are marked as “Archived”. |
| Labels | Customized tags can be associated with envelopes for sorting and searching. |
Envelopes Tool Bar
The following actions can be performed on every eBL envelope:
| Archive | To archive an envelope |
| Forward to email | Send a copy to an email for a receiver who is not onboarded to the WaveBL platform. |
| Forward | Forward documents to a draft envelope |
| Duplicate | Duplicate an envelope including documents |
Top Bar
To search and filter envelopes
|
All categories |
Search by defined categories |
|
Under my possession |
Envelopes with eBL that are currently under my possession. |
|
Last action filter |
Envelopes with a signature of Amendment / Endorsement / Surrender. |
|
eBL relation filter |
Business unit affiliation to the envelope as Shipper or Consignee. |
|
Business Status |
Manually filter for internal status: Received, In progress, or Done. |
Network
The following actions manage the “Address book” and offered to connect with Business Partners.
|
Send Invitation |
Invite external business partners to your Network. |
|
Accept Invitation |
Accept invitations from business. |
|
Starred |
Starred Business Cards appear here. |
Manage Invitation
The following actions can be performed on sent invitations.
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Resend |
Resend an invitation. |
|
Verify now |
Receive an invite card, and open the Business Unit cards for importing to the “Adress book” |
Manage Address Book
Manually exchanging cards with business partners actions:
|
Import external Business Unit Card |
Manually import an external business unit card to your address book. |
|
Download my Business unit Card |
Manually download your business unit card. |
|
Generate Verification Code |
An option to enhanced verification. |
Address Book
Details of the internal and external Business Unit Cards of the Organization.
|
Alias |
Customized name of the contact |
|
Name |
Organization Name |
|
Org verification |
Status of verification of a Business Unit Card in address book |
|
Verified |
Internal Business Units |
|
Manually verified |
External Business Units |
Admin Console
Actions available by the organizational admin to set up the app, and to the BU admin to set up the BU.
|
Manage Organization |
To create additional Business Units, assign users and email notification settings |
|
Manage Users |
To create users, assign them to Business Units and notification settings |
|
Paid eBL report |
Reporting off all eBLs paid by the organization |
|
Manage BU |
Business Unit admin creates & removes users, notification settings |