Shipment Management

Shipment Manager: Documents

This page is accessed via Shipment Management > Shipment Management > Buy Shipments or Sell Shipments. Click the Documents tab.

Use this tab to manage documents associated with the shipment.

Standard Documents

This section contains standard documents associated with the shipment. A standard document is an assignment of a document type to a transaction, such as a shipment. Revisions are kept of standard documents.

Use the icons to interact with standard documents.

  • Actions (Actions icon): Launches the Shipment Documents Actions page.
  • View/Preview (View/Preview icon): Views the content of the latest document in a popup. If there is no revision and the document is backed by a report, the View/Preview icon shows a preview of the document.
  • Details (Details icon): View the details of the standard document.

Additional Documents

This section displays document uploads and reports directly associated with the shipment by a user or through integration. These documents are associated with the shipment through the Attach Document or the Upload Document actions. Ad hoc documents are documents without a document type that are associated with the shipment.

Use the icons to interact with additional documents.

Related Topics