CCP Template & Document Builder 2 — Questions and Answers
Question 1: In CargoWise, which template engine is primarily used for generating printable PDF documents such as invoices and customs declarations?
- Microsoft Word Mail Merge
- Crystal Reports (Correct answer)
- XSLT Stylesheet
- HTML5 Canvas
Correct answer: Crystal Reports
Crystal Reports is the primary engine used in CargoWise for generating PDF output documents like invoices and customs declarations.
Question 2: When configuring a document template in CargoWise Document Builder, what is the purpose of the 'Print Profile'?
- It defines the color scheme for the document
- It controls which printer or output method is used when a document is generated (Correct answer)
- It sets the page margin sizes globally
- It assigns user permissions to print the document
Correct answer: It controls which printer or output method is used when a document is generated
A Print Profile in CargoWise determines the output destination and method (e.g., specific printer, email, or file) when a document is generated.
Question 3: In the CargoWise Template Builder, which feature allows a field value to display differently based on a logical condition, such as showing 'PREPAID' when the freight term matches a specific code?
- Lookup Table
- Conditional Formula (Correct answer)
- Data Mask
- Field Alias
Correct answer: Conditional Formula
Conditional Formulas in the Template Builder evaluate logical conditions and return different display values based on the result.
Question 4: Which CargoWise module is typically used to manage and assign document templates to specific organisations or branches?
- Workflow Manager
- Enterprise Setup (Correct answer)
- Compliance Hub
- Rate Manager
Correct answer: Enterprise Setup
Enterprise Setup in CargoWise is where administrators assign document templates to specific organisations, branches, or configurations.
Question 5: In CargoWise Document Builder, what is the function of a 'Subreport' within a Crystal Reports template?
- It creates a second language version of the main document
- It embeds a separate report within the main report to display related data sets (Correct answer)
- It generates a summary page appended after the main document
- It splits the document into multiple print jobs
Correct answer: It embeds a separate report within the main report to display related data sets
A Subreport is an embedded Crystal Reports object that pulls and displays a related but separate dataset within the parent document.
Question 6: What does the 'Document Category' setting on a template in CargoWise primarily determine?
- The file format (PDF, Word, Excel) of the generated output
- Which area of CargoWise the template is available in, such as Shipment or Customs (Correct answer)
- The number of copies printed by default
- The user role that can access the template
Correct answer: Which area of CargoWise the template is available in, such as Shipment or Customs
Document Category determines which functional area (e.g., Shipment, Customs, Accounting) the template belongs to and is selectable from.
Question 7: When using the CargoWise Template Builder, what is the role of 'Data Fields' sourced from the Document Data Dictionary?
- They define the font styles used throughout the document
- They map database values to template placeholders so live data populates the document (Correct answer)
- They specify which users can edit the template
- They set the document's expiry date for archival purposes
Correct answer: They map database values to template placeholders so live data populates the document
Data Fields from the Document Data Dictionary map specific database columns to template placeholders, ensuring live transaction data populates the document at generation time.
CCP Template & Document Builder 2
In CargoWise, which template engine is primarily used for generating printable PDF documents such as invoices and customs declarations?