Introduction

A document transmittal form is a required document that must accompany the transport of commodity in national territory. It must be issued before the start of the transport and remain linked to the load until the moment of unloading, ensuring compliance with legal requirements.

This document is intended to gather and relate the load's information and documents, such as invoices, bank slips, insurance policies, and other records necessary to identify the sender, the recipient, the transported goods, and the transport conditions.

To be considered valid, the document transmittal form must contain data such as the sender's and recipient's tax identification and address, description and quantity of the goods, loading and unloading locations, in addition to the start date and time of the transport.

According to the legislation, issued transport documents must be reported to the Tax Authority in advance, which will provide a validation code. This code must accompany the commodity during the entire transport, until unloading.

SoftExpert Document provides the necessary resources to issue, manage, and close transmittal forms, ensuring traceability, control, and compliance with legal requirements.

The articles below cover the necessary operations for working with document transmittal forms in the system.

• Configuring a document transmittal form type
• Issuing a transmittal form
• Associating documents with the transmittal form
• Closing a transmittal form
• Exporting electronic files from the transmittal form