Get started using NEXDOC

Follow these steps to use NEXDOC in TradeClear 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.

If you manage the business

To use NEXDOC in TradeClear

1. Get your business set up in TradeClear if you haven't already.
2. Connect NEXDOC to your TradeClear 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 TradeClear.
5. Wait for them to accept the invitation and to connect NEXDOC to their TradeClear 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 TradeClear if you haven't already.
2. Connect NEXDOC to your TradeClear 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 TradeClear.
6. Wait for them to accept the invitation and to connect NEXDOC to their TradeClear 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 an employee in the business

To use NEXDOC in TradeClear

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