Templates
What is it
Templates are predefined transport documents that make creating individual documents faster, easier, and more consistent. Instead of starting from scratch every time, you can save information that stays the same across multiple shipments, so you only need to fill in the details that change.
Key benefits:
With eWastra, you can also:
Share templates across organizations, allowing your partners to create documents based on the templates you’ve prepared.
Enable auto-sign on templates, so any document created from that template is automatically signed at the moment of creation, no manual signature step is needed. Learn more about auto-sign.
Tip: templates are ideal for repetitive shipments, standard routes, or any situation where most information stays the same.
How it works
To use templates, your organization needs an active subscription.
If you don’t have one, the 'New' button will not be visible, which means you won’t be able to create new documents or templates. If that happens, please contact us to upgrade your subscription.
In this section, you’ll learn how to:
Access the template overview screen
Click the arrow next to the 'New' button.
From the dropdown menu, choose 'Templates'.
This will open the template overview screen, where you can view, create and manage all your templates.
View your templates
Your templates are shown in a list and grouped by transport document type.
Use the document type selector on the left to choose which type of templates you want to view.
If you have more than 10 templates, use the paging controls at the bottom to browse through the list.
Create templates
- Start by selecting the document type for which you want to create a template
Click 
on the top right corner of the second column, or ‘NEW’ at the top left of the screen.
-
Fill in the template details.
When you’re done, select Save in the top left corner.
Your new template will now appear in the list, ready to use whenever you need it.
Update templates
In the template list, click the name of the template you want to update.
Make your changes, you can add, modify, or remove any information.
Select Save to confirm your changes
Tip: Updating a template won’t affect any documents you’ve already created from it. It only changes future use of that template.
Delete templates
Next to the template name, select 
.
From the dropdown menu, select delete.
Confirm the deletion when prompted.
