Logix Docs is your centralized solution for creating, managing, and organizing official documents across your logistics business. Whether it’s shipment paperwork, compliance certificates, or internal templates, Logix Docs ensures your team always has the right document in the right place.
Unlike generic document tools, Logix Docs is designed specifically for logistics, warehousing, and freight forwarding needs. You can create your own templates from scratch or choose from a wide range of pre-created templates tailored to logistics use cases. Each document can also be attached to the exact process or transaction it belongs to—like linking a shipment document directly to its shipment record.
This guide will help you set up Logix Docs and start creating and using documents effectively.
Why Choose Logix Docs?
Logix Docs gives you a structured and reliable way to handle business-critical documents.
Industry-ready templates: Pre-created documents for shipments, invoices, customs, and more.
Custom templates: Build your own templates from scratch to match your business requirements.
Editable flexibility: Start with a ready-made template and customize it, or design one directly from the ground up.
Seamless integration: Attach documents to shipments, invoices, customers, or any related process within LogixPlatform.
With Logix Docs, your team can standardize documents, reduce errors, and save valuable time.
Step 1: Log In to Your Account
Visit your unique Logix Docs login URL.
Enter your credentials (username and password).
Administrators will have access to template management and configuration settings.
Step 2: Set Up Logix Docs
If you are an Administrator, your first task is to configure document templates.
Explore Pre-Created Templates
Access the library of ready-to-use logistics documents.
Choose a template (e.g., Bill of Lading, Shipment Certificate, Invoice).
Edit fields, branding, and formatting to match your company’s standards.
Create Your Own Template
Start from scratch to design a custom document.
Add placeholders for shipment details, customer information, charges, or any other key data.
Apply your company logo, headers, and branding for a professional finish.
Template Management
Organize templates by type (shipment, finance, compliance, etc.).
Control access by assigning templates to specific teams or roles.
Step 3: Use Documents in Daily Operations
Once setup is complete, you’re ready to use Logix Docs across your workflows.
Attach Documents to Processes
Link a document to a shipment, invoice, or customer record.
Ensure every process is backed with the right supporting paperwork.
Edit on the Go
Open and update a document as requirements change.
Save different versions for audit and compliance.
Maintain Consistency
Use templates to standardize the look and structure of your documents.
Reduce manual effort and minimize mistakes.
Step 4: Scale with Your Business
As your operations grow, Logix Docs grows with you.
Add more templates to cover new business needs.
Integrate documents with other LogixPlatform solutions (WMS, LMS, FreightNX).
Maintain a centralized repository for all official documents.
With Logix Docs, you’re not just storing files—you’re creating a connected, reliable, and professional document system that works seamlessly with your logistics operations.