Quick start

Process your first customs document with Doana in under five minutes.

This guide walks through your first customs document in Doana in under five minutes.

Step 1 — Create your account

Go to doana.ca/en/auth/sign-up and create an account with your work email.

A card is not required to start the trial.

Step 2 — Connect a mailbox or forward a document

Pick the fastest path for you:

Inbox connection (recommended)

Open Settings → Integrations
Click Outlook or Gmail and authorize access
Select the folder to watch

Email forwarding (fastest)

Copy your agent address from Settings → Integrations → Email forwarding
Forward any email that contains a customs document to that address

Direct upload

From the dashboard, click New document
Drag and drop the file (PDF, image, XLSX)

Step 3 — Doana reads the document

Doana identifies the document type and extracts the key fields:

Document type	Fields extracted
Commercial invoice	Seller, buyer, incoterms, value, HS code, currency
AWB / MAWB / HAWB	Shipper, consignee, airports, weight, ULD
EASA Form 1	Part reference, PN, SN, description, signatory
Packing list	Articles, quantities, net/gross weight, dimensions
ICS2	ENS data, goods codes, procedure
CBAM	Embedded carbon, country of origin, CN codes

Extraction usually takes under 30 seconds.

Step 4 — Review and export

Open the processed document in the dashboard.
Check the extracted fields — yellow marks uncertain values.
Compliance alerts (CARM, ICS2, CBAM, UK CDS) appear in red when something is off.
Click Export and pick a format:
- Excel — for your broker or internal templates
- JSON — for TMS/ERP integration
- CSV — for bulk handling
- Custom template — configured in settings

What you should have

In under five minutes you have:

Connected a document source
Received structured, checked data
Exported a file ready to send to your broker

Next steps

Connect other channels — Slack, Teams, WhatsApp
Platform overview — agents, lots, and exports
Configuration — export templates and compliance rules