Get started using NEXDOC

Follow these steps to use NEXDOC in the Export Service or with third party software.

You may not need to complete all the steps. This depends on whether you’ve already completed some of them and on your type of business. 

For example:

• if you already use the Export Service, you can skip step 1
• if you already use NEXDOC, you don’t need to register as an exporter again
• if you’re an export agent or freight forwarder, you don’t need to register as an exporter.

If you manage the business

For example, you run an export business or are an export agent or freight forwarder.

To use NEXDOC in the Export Service

1. Get your business set up in the Export Service.
2. Connect NEXDOC to your Export Service account.
3. Register as an exporter in NEXDOC. (Export agents and freight forwarders do not need to do this.)
4. Invite people from your business to act for the business in the Export Service.
5. Wait for them to accept the invitation and to connect NEXDOC to their Export Service account.
6. Add them to NEXDOC (if they haven’t used NEXDOC before).

To use NEXDOC with third party software

1. Get your business set up in the Export Service.
2. Connect NEXDOC to your Export Service account.
3. Register as an exporter in NEXDOC. (Export agents and freight forwarders do not need to do this.)
4. Set up a client group by registering as a client group administrator.
5. Invite people from your business to act for the business in the Export Service.
6. Wait for them to accept the invitation and to connect NEXDOC to their Export Service account.
7. Add them to your client group so they can use the software.
8. Add client group tokens and client group member tokens to your third party software.

If you’re a team member in the business

For example, you work for an export business or for an export agent or freight forwarder.

To use NEXDOC in the Export Service

1. Accept an invitation from your manager to act for the business in the Export Service.
2. Connect NEXDOC to your Export Service account.
3. Ask your manager to add you to NEXDOC (if you haven’t used NEXDOC before).

To use NEXDOC with third party software

1. Accept an invitation from your manager to act for the business in the Export Service.
2. Connect NEXDOC to your Export Service account.
3. Join the client group by asking your manager to add you.