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Handling missing documents

·1 min read

Not every shipment arrives with a complete document set. RegoIQ is designed to handle partial documentation gracefully — extracting what it can and flagging what's missing.

How RegoIQ detects missing documents

Based on your processing rules and the shipment type, RegoIQ knows which documents are typically required. If expected documents aren't found in the email or attachments, the job is flagged on the review dashboard with a clear indication of what's missing.

Common scenarios

  • Bill of lading without commercial invoice: RegoIQ will extract shipment details from the B/L and flag that charge information may be incomplete. You can approve the job with partial data and add charges later, or hold it until the invoice arrives.
  • Arrival notice only: Arrival notices often contain enough information to create a basic job registration. RegoIQ will extract what's available and note which fields are populated from the arrival notice vs. other documents.
  • Multiple emails for one shipment: If documents arrive across separate emails, RegoIQ can link them if they share a common reference (e.g., B/L number). The job on the dashboard will show all associated documents.

Resolving missing documents

From the review dashboard, you can:

  • Hold the job: Keep it in the queue until the missing documents arrive. When they do, RegoIQ will automatically attach them to the existing job.
  • Approve with partial data: Submit the job to your TMS with the available information. You can update it later when additional documents arrive.
  • Send data in later: Once a job is created in Talux, we can continuously send in new documents that get automatically dropped into your TMS.
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