Transaction Document

This page is accessed via Shipment Management > Shipment Management > Buy Shipments or Sell Shipments. On the Documents tab, click the Edit icon () button next to a standard document.

Use this tab to manage documents associated with the transaction. Click the Actions icon () to launch the Transaction Document Actions.

Status

This section lists status types and status values. This information enables you to track the progress of the document filing.

Text Templates

View any text template associated with the document. A standard document can be associated with one or more text templates, based on the document type and transaction. For example, a HAZMAT warning can be necessary on a bill of lading if the shipment holds hazardous material.

Reviewers

This section displays any reviewers assigned to this document. Reviewers receive notifications of document state and content changes. Each reviewer’s approval is required before the document content can be finalized.

Subscribers

This section displays any subscribers assigned to this document. Subscribers receive finalized content.