How warehouse Documents works
Upload, link, review, approve, and publish operational documents without changing shipment data automatically.
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 stores files such as bills of lading, packing lists, labels, receiving evidence, and shipment records. Files can link to a client, inbound, shipment, or order.
Upload and link
- Open Reports > Documents or the document area available to your role.
- Upload the file and enter a clear name or reference.
- Select the related client, inbound, shipment, or order.
- Review the file and save the link.
- Keep unfinished or sensitive files private until ready to share.
OCR and publishing
OCR can suggest shipment IDs, BOL numbers, or other fields. Review every suggestion. Approve and publish only after confirming the record. Publishing does not by itself change inventory, shipment status, or billing.