PRODUCT · ORDERS · DOCUMENTS COLLECTION

Eleven documents per order. Most of them, the platform handles for you.

Trade is paperwork pretending to be commerce. A single order to Germany generates a Commercial Invoice, a Packing List, a Bill of Lading, a Certificate of Origin, an EUR.1, an Insurance Certificate, an AQL Inspection Report, an LC Document Set, customs declarations on both ends, and product certificates. TradeOS treats documents as first-class data — generated from order data where possible, collected from counterparties where not, and stored once with full lineage.

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DocumentsRD-2026-077🇩🇪 Brevin Health EU

11 required · 8 present · 1 in progress · 2 to generate

Requirements derived fromCIF Hamburg + 🇩🇪 DE destination + medical Cat III + Meridian standard terms + LC drawing terms

✓

Commercial Invoice

auto-generated · v3 · signed

✓

Packing List

auto-generated · v2

✓

CE Certificate Cat III

from Crescent · expires Jul 18, 2026

✓

EN 455 Test Report

from Crescent

✓

Insurance Certificate

auto-collected from broker

✓

Commercial Invoice — Sapphire portion

auto-generated · v1

✓

Packing List — Sapphire portion

auto-generated · v1

✓

Sanctioned-party screening report

auto-generated · last run 2 hr ago

⏵

LC Document Set

9 of 11 docs assembled · ready Jul 13

⋯

Bill of Lading

awaits carrier · auto-collects on departure

⋯

EUR.1 Movement Certificate

requested from Crescent · 3 days outstanding

⋯

AQL Inspection Report — final

after final QC · auto-collects from inspector

−

Certificate of Origin

draft ready

review and sign →

−

Customs Declaration DE

draft ready

review and sign →

THE PROBLEM

Most operators chase trade documents across six places.

The Commercial Invoice is in QuickBooks. The Bill of Lading is in the freight forwarder's portal. The CE certificate is in an email from the manufacturer's QA. The Packing List is in someone's Excel template. The Customs Declaration is being typed by the customs broker right now. The LC document set is being assembled in a Dropbox folder. None of them know about each other. None of them update the order they belong to. The audit trail of who provided which document when lives in someone's inbox.

FIVE LAYERS, ONE CHECKLIST

The platform knows which documents an order needs.

EDMA derives the document list from five layers of data on every order: the Incoterm (CIF, FOB, DDP — each requires different shipping documents), the destination country (different customs paperwork per country), the product compliance class (medical CE Cat III pulls test reports a textile shipment doesn't), the client's specific commercial terms (LC drawing terms, particular certificates the buyer requires), and any letter of credit requirements layered on top. The list updates as the order's parameters change.

AUTO-GENERATION FROM ORDER DATA

Four documents the platform writes for you.

Commercial Invoice, Packing List, Certificate of Origin, and Customs Declaration are all derivable from data the platform already has — line items, container manifests, lot lineage, declared values, currency conversions, HS codes. EDMA generates them automatically from order data, surfaces them for operator review and signature, and re-generates them when the order changes. Saves typing, eliminates copy-paste errors, and creates a complete audit trail of what was on the document at the moment of issuance.

Commercial InvoiceCI-2026-0144 · auto-generated from RD-2026-077 · v3 (latest)Ready for sign-offEdit Sign and issue →

EDMA Group LLCCommercial Invoice

CI-2026-0144 · Date: May 4, 2026

Seller

EDMA Group LLC
Wilmington DE 19801
USA

Buyer

Brevin Health EU GmbH
Munich 80331, Germany
EORI DE285847291

Order: RD-2026-077·Incoterm: CIF Hamburg·LC: ICC UCP 600

Description	HS code	Qty	Unit price	Total
Protect-M Nitrile Gloves, Size M	4015.19.10	4,000,000	$0.070	$280,000
Protect-M Nitrile Gloves, Size L	4015.19.10	3,000,000	$0.070	$210,000
Protect-M Nitrile Gloves, Size XL	4015.19.10	1,000,000	$0.070	$70,000

Total · Freight included (CIF)$560,000 USD

Authorized signature

Vio Predoiu, Director

AUTO-COLLECTION FROM COUNTERPARTIES

Four documents the platform pulls for you.

Bill of Lading from the carrier. CE Certificate from the manufacturer. AQL Inspection Report from the third-party inspector. Insurance Certificate from the broker. EDMA monitors counterparty channels — carrier APIs, the supplier portal, the freight forwarder's portal, broker email feeds — and pulls in documents as they're issued. When a document arrives, the platform tags it to the right shipment, runs a basic validity check (right reference number, right vessel, right dates), and notifies the operator. No more chasing.

Auto-collection activity · last 7 days · all orders

All sources ▾

Insurance Certificate receivedfrom Marsh & McLennan via API

RD-2026-077· policy MMC-2026-44827· matched and attached to shipment SHP-2026-088· 2 hr ago

AQL Inspection Report receivedfrom External AQL Co. via supplier portal

RD-2026-074· lot PL-2026-0119 · PASS· matched and attached · 6 hr ago

CE Certificate receivedfrom Crescent Manufacturing via supplier portal

RD-2026-077· cert CE-2024-9912· valid through Jul 18, 2026 · expiry alert scheduled · yesterday

EUR.1 Movement Certificate request sentto Crescent Manufacturing

RD-2026-077· 3 days outstanding · auto-reminder sent yesterday · awaiting response

Bill of Lading webhook listener activeCOSCO API

RD-2026-077· vessel M/V COSCO Pacific · auto-pulls on departure confirmation · pending

Final invoice receivedfrom Crescent Manufacturing via email

RD-2026-074· auto-parsed and matched to PL-2026-0119· 2 days ago

Counterparty channels supported include carrier APIs (COSCO, MSC, Maersk, CMA CGM, Hapag-Lloyd), supplier portals, freight forwarder integrations, broker email feeds, and government certificate systems where available.

THE UNIVERSAL STORE

One repository. Versioned. Searchable. Immutable history.

Every document in EDMA — generated, collected, or uploaded — lives in one universal store. Every document has a version history, a chain of custody, and an immutable audit trail. Documents are searchable by content, by reference number, by HS code, by date, by counterparty. When a document is superseded by a newer version, the old version is preserved with a "superseded by" link. The audit trail is read-only; even admins can't edit it.

CE Certificate Cat III · CE-2024-9912

uploaded by Crescent Manufacturing

ValidDownload Open

Metadata

Document typeCE Certificate Cat III

Issuing bodySGS Notified Body 0086

Certificate numberCE-2024-9912

Issue dateJul 18, 2024

Expiry dateJul 18, 2026 · 47 days remaining

Product coveredProtect-M Nitrile · NIT-EXAM-BLU

Filecertificate.pdf · 1.8 MB

SourceSupplier portal upload

Uploaded byCrescent Manufacturing · QA team

Uploaded atApr 12, 2026, 14:22

Version history

v3Current

Apr 12, 2026 · uploaded by Crescent (QA team)

v2Superseded

Aug 14, 2024 · uploaded by Crescent (QA team)

v1Superseded

Jul 22, 2024 · uploaded by Crescent (QA team)

Used in

RD-2026-077 · 🇩🇪 Brevin Health EUIn production

RD-2026-064 · 🇬🇧 SafeHands UKDelivered

RD-2026-051 · 🇪🇸 CareFirstClosed

RD-2026-039 · 🇮🇹 Vela ExportsClosed

+ 8 earlier orders →

Download history · 14 downloads by 6 users in the last 90 days · last accessed 2 hr ago by Sarah Chen.

TEMPLATES AND SIGNATURES

Your letterhead, your terms, your signatures — embedded.

Generated documents pull from per-tenant templates: your company letterhead, your bank details for invoices, your standard terms and conditions, your authorized signatories. Configure once, applied automatically. Signatures are embedded — upload a signature image, and the platform applies it to the right field on the right document with a date stamp and an audit trail entry. Multiple signatories can be configured per role (commercial signatures from sales, compliance signatures from QA).

Document templates · EDMA Group LLC

Per-tenant defaults applied to all generated documents

Commercial Invoice templateedited Apr 1, 2026ActiveEdit Preview

Packing List templateedited Mar 14, 2026ActiveEdit Preview

Certificate of Origin templateedited Feb 22, 2026ActiveEdit Preview

Customs Declaration DE template—DefaultCustomize

Templates are versioned. Changes apply to new documents only; existing documents preserve the template version they were generated with.

Authorized signatories

Configure who signs which document type

Vio Predoiu

Director

Default for: Commercial Invoice, Customs Declaration

Sarah Chen

Sales Manager

Default for: Proforma, sales contracts

Liam Okafor

QA Lead

Default for: AQL reports, quality declarations

+ Add signatory

COMPLIANCE AND EXPIRY

Certificates expire. EDMA tells you before they do.

Every certificate in the platform has an expiry date — CE certificates renew every 1-5 years, ISO certifications every 3, FDA registrations annually. EDMA tracks expiry dates per certificate, surfaces 90-day and 30-day warnings, and prevents shipments where the underlying certificate would expire mid-transit. Compliance is one less thing falling through.

Compliance overview · all manufacturers, all certificates

active certificates

expiring within 90 days

expired

shipments blocked

CE Certificate Cat III · NIT-EXAM-BLUCrescent ManufacturingJul 18, 202647 daysRequest renewal

ISO 13485:2016Sapphire IndustriesAug 9, 202669 daysRequest renewal

FDA 510(k) registrationCrescent ManufacturingSep 22, 2026113 daysSchedule reminder

Renewal reminders sent automatically at 90 and 30 days. Operators can request renewal directly from the platform — sends a structured request to the manufacturer's QA contact and tracks the response.

ONE MISSING DOCUMENT, FIVE EFFECTS

A missing Certificate of Origin isn't just paperwork. It cascades.

When a required document is missing or invalid, the impact ripples through the order. The shipment can't clear customs at destination. The buyer can't draw on the letter of credit. The order's expected delivery shifts. Demurrage forecasts kick in. The customs broker's slot is wasted. EDMA traces the chain so the operator sees the consequence before it lands.

MISSING DOCUMENT

Certificate of Origin

RD-2026-077 · required for DE customs

Trigger event

SHIPMENT BLOCKED

SHP-2026-088 cannot clear DE customs · arrival blocker armed.

SHP-2026-088

LETTER OF CREDIT

MMC-LC-2026-44 cannot draw without compliant docs.

LC blocked

ORDER DELIVERY SHIFTS

RD-2026-077 expected delivery shifts +3 days.

+3 days

CUSTOMS BROKER

Hamburg Logistik slot rebooked at risk of fee.

Rebook fee

ORDER P&L

$1,400 demurrage forecast added · margin 21.2% → 21.0%.

−0.2 pts

Five sections of the platform respond to one event. The operator sees the impact before it materializes — and a [Generate now] button on the missing document is one click away.

VS. THE TOOLS YOU MIGHT BE USING

Built for trade documents, not generic file storage.

Capability	Google Drive	DocuSign	CargoWise	TradeOS
Auto-generate documents from order data	—	—	partial	✓
5-layer requirements engine (per order)	—	—	—	✓
Auto-collect from carriers + suppliers	—	—	partial	✓
Embedded signature flow	—	✓	partial	✓
Per-tenant templates and letterhead	manual	partial	✓	✓
Certificate expiry tracking + alerts	—	—	partial	✓
Cascade into order, shipment, finance	—	—	—	✓

Generic file storage holds files. eSignature platforms sign them. Forwarder document systems handle freight paperwork. None of them know which documents your order needs, where to get them, or what happens when one is missing. EDMA does.

FREQUENTLY ASKED

Five questions about document collection.

Which document types does the platform auto-generate?

Commercial Invoice, Proforma Invoice, Packing List, Certificate of Origin, Customs Declaration (per destination country), and the LC Document Set assembly. New types can be added per tenant — operators with custom commercial documents (debit notes, freight invoices, broker invoices) can configure templates and have them auto-populate.

How does auto-collection work for documents you don't generate?

The platform monitors counterparty channels — carrier APIs for Bills of Lading, supplier portals for certificates and inspection reports, freight forwarder integrations for booking confirmations and arrival notices, broker email feeds for insurance certificates and customs receipts. When a document arrives, the platform validates it against the order context (right reference, right dates, right vessel) and attaches it.

What if a document needs manual upload?

Can I customize the document templates?

What happens to a document when the order changes?

See your document chain handled, end to end.

Book a 30-min demo and we'll set up your templates, your signatories, and walk through a real order's document collection from confirmation to closure.

Book a demo Or book a demo →