North America

Documents and document archive

Electronic creation, editing and archiving.

Documents are created electronically in Scope and stored as PDFs in an electronic file. They can be exchanged electronically with business partners and printed out if required. If you create a document more than once, older versions are retained so that changes can be tracked. In addition, you can also store externally generated documents in any format in the electronic file.

Archiving in the electronic file.

Archiving in the electronic file allows you to trace back or track documents that must be kept or that are worthy of retention for all processes. Whether for necessary evidence or clarification of discrepancies, Scope ensures complete insight and transparency.

External document archive with auditing security.

Using an XML interface, you can automatically transfer documents to an external document archive, where they are stored in an audit-proof manner. In addition to the PDF, the files also contain metadata such as time stamps, invoice numbers, shipment numbers, transport or house document numbers as well as customs references.

Export of ATLAS and e-dec customs documents.

In addition to shipment and invoice documents, all documents from the respective customs processing in ATLAS and e-dec are available for export to an external document archive.

Archive supplementary documents in any format.

In addition to documents for freight forwarding, finance, and customs, you can store additional documents in the document archive in any format – e.g. scans of incoming invoices. In this way, all documents are stored in a single location, even if your company uses multiple billing systems.

Specify document selection through configuration.

Through appropriate configuration, you can determine which documents are to be archived externally. This ensures that documents with a prescribed retention period – e.g. invoice and customs documents – are stored in an audit-proof manner, while supplementary documents remain in the electronic file in Scope.

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