TRASEVO / DOCUMENTS
Digitising CMR: beyond storing a file
A document needs an owner, a status and a shipment link. A cloud folder alone does not create a controlled workflow.
TRASEVO / INSIGHTS · 2026Name the document format
A photograph, a PDF and a formal electronic document are not automatically equivalent. Verify legal requirements, signatures and counterparty acceptance for the actual use case.
Design intake and matching
Define who uploads files, accepted formats and the shipment reference. Check duplicates, image quality and missing pages. Preserve the original and its submission history.
Treat OCR as a suggestion
Recognised fields need quality controls. Show uncertain values and the source document to a reviewer. Do not overwrite approved data without a change record.
Agree completion and access
Specify documents required for settlement and the approving role. Define retention, backups and customer access. Test wrong matches, corrupt files and reversed decisions.