Managing Documents

The Documentation tab keeps all shipment documents in one place.

Documentation tab overview

When you open the Documentation tab, you’ll see:

• Header bar – Route, Export/Import designation, Booking ID, service type, and Assign to dropdown.
• Workflow progress indicator – Shows the current stage in the workflow with connected circles.
• Tab navigation – Manifest, Invoice & Receipt, Documentation, Activity History.
• Document list area – All documents associated with the booking.

If no documents exist, you’ll see:

• A document icon.
• The message “No documents found for this booking”.
• A + Send new document link.

Viewing documents

• Click on any document in the list to open a preview.
• Supported file types can be viewed directly in the browser.
• For other types, download the document to view it locally.

Downloading documents

• Click the download icon next to any document to save it to your computer.
• You can download individual documents or, where supported, select multiple documents for bulk download.