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Introduction

The documents tab shows all documents that have been created and printed for the current shipment. These documents can be opened, downloaded, reprinted, deleted and some documents may be uploaded to web-tracking. Uploaded documents are also displayed.

Description

Document Overview

This area displays all documents that are associated with this shipment or order. The name of the document together with the type of document and creation date are shown.  The current version of a document is always displayed. By selecting the show deleted check box, all previous or deleted versions of a document will be shown.  These are displayed in strike-through text.

Show removed

Documents that have been previously deleted will be displayed.

Refresh

Updates the current list of documents.

Open selected documents

Opens any document currently highlighted in the list. Documents will open according to the file type associations of the local pc. For example Adobe Acrobat Reader will be used to open PDFs if that is the program associated with PDFs on the local pc.

Save selected document

Save the selected document to a drive on the local PC. A folder navigator will appear to allow navigation to the correct folder.

Reprint selected documents.

Opens a print application that allows the document to be printed to the local printer, or to a printer in an available print pool. It is possible to setup the print pools of remote offices to be accessible for printing to these remote offices.

Local printer

Print the document on the predefined default printer.

Print to printer pool

Allows selection of a printer pool from the list displayed.

Printer-Pools (List)

The desired printer pool can be selected from the list. Documents can be set to print to particular printers automatically.

Print

Print the document to the selected printer.

Cancel

Cancel the operation without further action.

Delete/Restore selected document

The document highlighted in the list will be deleted from view.  Documents are not physically deleted but marked as inactive and therefore not visible.  To view all documents including inactive documents, check the show removed box to the right above the document listing. If a document has been deleted, it can be restored by using the show removed check box, highlighting the inactive document and then selecting the Restore selected documents action.  

Upload document...

Opens a file dialogue window which can be used to upload an external file to the current shipment.  Alternately, navigate to the document on the desktop and drag and drop the document into the documents tab. 

Assign Kind of Document type

During upload or via a right mouse click ,it is possible to set a document kind to the uploaded documents
when a uploaded document has a proper kind set, it will be available to automated email processes (invoices, prealerts)

Available kinds are : 

  • Accounts Payable (incoming invoice)
  • Air Cargo Security screening report 
  • Air Waybill
  • Certificate
  • Certificate of Origin
  • Commercial Invoice
  • Customs document
  • Dangerous Goods Declaration
  • Forwarding instructions 
  • Goods receipt
  • House  Bill of lading 
  • Image
  • Insurance Certificate
  • Master Air Waybill
  • Master B/L (Draft)
  • Master B/L
  • Packing List
  • Proof of delivery
  • Shipping documents
  • Shipping Instructions
  • Waybill