Articule content.
Upload documents #
To upload documents to the shipment and share them with different collaborators, you need to click on the «Documents» tab at the top.
Once there, click on «New Document» in the upper right corner.
In the pop-up window, click on «Document Type» and select the name of the document you want to upload. Depending on the selected document type, uploaded files will have different permissions. Enter the name and description of each document in the corresponding fields.
Next, click on the blue box on the right to browse your computer and select the document you want to upload. Finally, click «Save«.
When you click «Save«, you will see the uploaded document in the shipment’s document list with the indicated name.
Repeat the same process for the remaining documents in the shipment. In «Type of Document«, select the correct name for each one.
Upload new version #
To upload new versions of uploaded documents for correction or to upload the final version, you need to first go to the «Documents» tab at the top of the shipment.
Once there, locate the document to which you want to upload a new version and click on its «Name«.
A window will open where you need to click on «Upload New Version» in the upper right corner.
Subsequently, a new window will open where you can upload the new version of the document following the same steps as a normal upload. Click the blue box to upload the file and click «Save New Version» to upload it.
View documents #
To view documents uploaded by your company or any collaborator, click on the «Documents» tab.
Once inside, click on the name of the document you want to view.
When the window with the document opens, click on «Download» at the bottom.
