Documents

This section has two subsections: Documents Uploaded and Document Checklist.

1. Documents Uploaded

This section displays the list of documents attached to the work order as well as the scope of the document whether the uploaded document is for Shipment (T/D) or specific Work Order. It displays as follows,

Click on the mentioned icon to download any document.

Click on the mentioned icon to preview any document.

Click on the mentioned icon to print document.

Click on the row bar icon to make desired changes as shown below

Click on pencil icon to make changes. Only Document Title, Checklist and Customer Access can be modified.

Click on mentioned icon to copy link and share document.

Click on the mentioned icon to cancel any document. A canceled document appears in light red color and is still available for download. You can also click on the Reinstate Document to recover the document after cancelling it.

Click on the mentioned icon to completely delete the document from the work order. Some documents cannot be deleted (usually generated forms).

To add a new document, click the 'Add Document' button. The following window pops-up:

  1. Select the scope of document if the document will be shared across all work orders with the same shipment or if the document is specific only to this work order.

  2. Specify access to the document.

  3. Type in the name and select any Users to Notify. The users will receive an email notification about the documents being uploaded.

  4. Specify the instructions of the document.

  5. Select Document checklist from the drop-down, the list will appear in the Document checklist is defined in workflow. Once the document is selected, another dropdown will be popped-up to set the status.

  6. Specify Title of the document when uploading files.

  7. Select document from 'Select File(s)'. After selecting the file document will automatically be updated.

Up to 10 MB size of documents can be uploaded in one go.

Emailing Documents

Users can email multiple documents. Select the documents to be emailed and click on the 'Email Docs' button to email this document to users and/or entities. The following dialog box appears:

By default, optional message contains the above mentioned along with the user name who is sending the document which can also be modified. Select appropriate recipients and click on the 'Send' button.

Options

Checkbox the option if instead of attachments, links are to be sent.

2. Document Checklist

The Document Checklist provides an overview of all documents for the shipment.

Clicking on the status of a document allows you to change/set the status of a document.

The name of the user changing the status is logged. An entry is made into the Work Order Audit log as well.