How to Annotate Corrections and Generate a Change Report

Place requested corrections, add a note, save the layout and download a change report PDF for inspection.

  • ForShipment reviewers preparing correction reports for document issuers
  • Task timeAbout 3 min
  • Video2:06
  • Last checked2026-10-23

Overview

Use Changes to prepare a report from open correction requests. Check the source version, place requested values automatically or manually, add an explanation, and save and generate a PDF. The report records the requests while the source document and open requests remain unchanged.

What you'll learn

  • Open a report draft and check its source document version
  • Place requested corrections at known fields or manually on the page
  • Add an explanatory text note
  • Save the layout, generate a report and inspect the downloaded PDF
  • Find and download a generated revision later
2:06 · Captions are on by default. The video plays only when you press play.

Before you begin

  • A shipment with open correction requests tied to an uploaded document How to Raise a Document Correction Request
  • Permission to view correction requests and document fields, prepare and download reports, and preview the source document

Step-by-step guide

  1. Open a change report draft

    Open the shipment and select Changes. Check Open requests, then select Prepare Change Report. This example uses Net Weight and Package Count requests for the Commercial Invoice. You need permission to view correction requests and document fields, prepare and download reports, and preview the source document. The report records requested corrections; the source document remains unchanged.

    Change Requests with Prepare Change Report and the Open requests heading highlighted.
    Step 1

  2. Continue a saved draft or start a new one

    If Saved draft available appears, choose Continue saved draft to resume its saved layout, or Create new draft to start again from the current open requests. Creating a new draft replaces saved layout changes in the current draft. This recording uses Create new draft. On a first visit, the builder may open directly.

    Saved draft available dialog explaining that Create new draft replaces saved layout changes.
    Step 2

  3. Check the source version and place requests

    In Change Report, check the DOCUMENT selector before placing marks. Here it shows Commercial Invoice · V1. Check the chips under Requested fields, then select Place all at fields. Review which chips change from Not placed to Placed · p1 ✓. Placement depends on a known source location: in this example, only Net Weight is placed automatically.

    Change Report toolbar showing Commercial Invoice version one, two unplaced requests and Place all at fields.
    Step 3

  4. Place a request that has no exact field location

    If a request remains Not placed, read the placement message. Here it says there is no exact field location for Package Count. Select its chip; Tap page to place and the placement banner indicate it is selected. Tap near the relevant quantity on the document page, then check that the chip says Placed · p1 ✓ and the requested value appears. You can also drag a chip onto the page. Unplaced items are included in the report's summary appendix, without a mark on a document page.

    Package Count selected for manual placement, with its chip and the invoice quantity area highlighted.
    Step 4

  5. Add an explanatory note

    Select T Text, then tap the document where you want an explanation. Enter the note in the Mark text box. This example says, ‘Please state the net weight in kgs, as on the packing list.’ Use the colour, size and bold controls if needed, then select Done. The editor allows up to 1,000 characters and keeps line breaks in the report PDF. Check that the note fits on the page and appears under Added fields.

    Text annotation editor containing the net weight explanation, with the text box and Done highlighted.
    Step 5

  6. Save the layout and generate the report

    Review the correction marks and note, then select Save while the header shows Unsaved changes. Wait for Saved ✓ with a time, then select Generate report. Generation uses the saved layout. After generating, select Download last report to inspect the PDF. That button can still refer to an earlier report after new edits, so save and generate again before downloading the revision you intend to use.

    Report header showing Saved with a check mark and time beside Generate report and Download last report.
    Step 6

  7. Inspect the PDF and find it again

    Open the downloaded PDF and check the correction marks, note placement and Summary appendix. This example has two pages: the annotated invoice and an appendix listing Corrections and Additional notes. Use the return arrow in the builder to return to Change Requests. Under Generated reports, find the intended revision and select Download to retrieve it again. Share the inspected PDF through your chosen communication channel; an in-app report sharing control is not shown. Generating a report leaves the correction requests open. Next, review the corrected document when it arrives.

    Generated reports list showing Commercial-Invoice-V1-Rev2.pdf above the earlier revision, with Download highlighted.
    Step 7

Expected result

A saved report layout and a generated PDF containing the placed correction marks, the explanatory note and a summary appendix. The report revision is available under Generated reports; the correction requests remain open for review of a corrected document.

Next tutorial

Video + guide2 min videoHow to Review a Corrected DocumentUpload a corrected document as a replacement, inspect its new version, compare values and check whether the correction request remains open.

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