What Documents is and how it works
Use Documents to store and review files linked to receiving, shipments, and warehouse work.
Menus and actions depend on your workspace, plan and permissions. Use the onboarding guide for current navigation. Provider setup and fees may apply; confirm the configured workflow before a transaction.
What Documents is for
Documents is the place to view files that support operational records. Depending on access, you may see documents linked to shipments, inbounds, clients, or warehouse activity.
What you can do
- Open a document from Documents or its linked shipment or inbound.
- Review file name, type, upload date, and linked records.
- Download or share when your permission allows it.
- Use the file as evidence for receiving, shipment, or exception questions.
Visibility and OCR
Warehouse files can remain private until approved or published. OCR suggestions can help identify references, but a user must review and approve the result. OCR does not by itself change inventory, shipment status, or billing.