Templates & Checklists

Shipping Documents Checklist

Every document you need for ocean freight — organized by shipment type, with deadlines and responsible parties

Missing one document delays your shipment by days. Missing the wrong one gets your cargo held at customs. This checklist covers every document for FCL, LCL, reefer, DG, and multimodal moves — who prepares it, who receives it, and when it's due.

8–12

Documents per FCL

Incomplete paperwork

Most common cause of delays

3–7 days

Average customs hold

Core Documents — Every Shipment Needs These

These six documents are required for virtually every ocean freight shipment, regardless of Incoterms or cargo type.

01

doc1

Prepared by: When:

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02

doc2

Prepared by: When:

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03

doc3

Prepared by: When:

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04

doc4

Prepared by: When:

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05

doc5

Prepared by: When:

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06

doc6

Prepared by: When:

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Documents by Shipment Type

Different shipment types require additional documents beyond the core six. Select your shipment type below.

fcl

doc1

By: Deadline:

doc2

By: Deadline:

doc3

By: Deadline:

doc4

By: Deadline:

Document Timeline — When to Prepare What

Timing is everything. Here's when each document should be ready relative to your shipment milestones.

phase1

phase2

phase3

phase4

phase5

5 Document Mistakes That Cost You Money

These are the errors we see freight forwarders deal with every week. All preventable.

01

mistake1

02

mistake2

03

mistake3

04

mistake4

05

mistake5

Shipping Documents — FAQ

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