Templates, Tools & Automation

A copy-ready pre-shipment checklist export teams can use before goods ship under a Letter of Credit.

A checklist for reviewing a draft Letter of Credit against the sales contract before the bank issues it.

A simple structure for recording Letter of Credit discrepancies, evidence, owners and actions before presentation.

Questions to ask when evaluating software that checks Letter of Credit documents, from accuracy to data handling.

How AI-assisted and manual checking of Letter of Credit documents compare, and how to combine them safely.

A template cover letter for presenting documents to a bank under a Letter of Credit.

A template the exporter can send to the buyer to request Letter of Credit amendments.

A commercial invoice layout that meets UCP 600 Article 18 for Letter of Credit transactions.

A step-by-step workflow export teams can use to correct Letter of Credit discrepancies before the deadline.

The columns to include in a spreadsheet for tracking Letters of Credit, deadlines and document status.

How to calculate the last day to present documents under a Letter of Credit, with worked examples.

A fictional packing list layout that keeps data consistent with the invoice and transport document.

A fictional certificate of origin example and the checks it must pass under a Letter of Credit.

A practical order for assembling and cross-checking documents before presenting them to the bank.

A free printable checklist covering the credit terms, invoice, transport document, insurance and other documents.