Add Documents

Documents can be uploaded from multiple locations.

New Load Entry

Go to Load Management → New Load Entry. In the load form, there is a section called Documents within Load Details.

Click the icon to add a new document. A window will open where the document type can be selected and the document can be uploaded.

Click Save to upload the document. In the Documents section, click the to view the uploaded document.

Active Loads

Go to Load Management → Loads → Active Loads.

Select Load Events from the dropdown menu.

Click the  next to Documents to expand that section. Required Customer Docs will list documents that were set up as required in the Shipper Profile. Documents that have been uploaded will be listed with Document Type, Updated At and Verified By. To view a document, click on the document name.

To add a new Document, click on the  icon. Select the Document Type and then click Upload File to locate the document. When the document has been selected, click on Save to save the document or Close to discard without saving.

Click the  icon to delete an uploaded document.

Click Close to exit from the Load Events view.

Delivered Loads

Go to Load Management → Loads → Delivered Loads.

Click the  next to the load in the Delivered Loads tab to open the settlement options. 

Locate the Documents section. Required Docs will list documents that were set up as required in the Configurations section as well as documents set as required by the Customer. Once those requirements are met, the Document Required Fulfilled Date will populate and the document list will turn green.

Documents that have been uploaded will be listed with Document Type, Added By and Verified By. To view a document, click on the document name.

Follow the same steps described above in Active Loads to add a new document.