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Documents

Documents library screen reference

The Documents library — upload, the file table, row actions, and the document detail view.

Verified: Jul 21, 2026 1 min read Documents

Documents is your file library — the place to upload and find the paperwork attached to your shipments.

Preview screen. The Documents library and its detail view are being wired to live data. The screen and its actions are described below; today it shows a preview of the layout rather than your real files. To generate and send shipment paperwork now, use the shipment's own document tools — see Generate and send shipment documents.

Library page

  • Upload Documents opens a dialog with a dropzone — "Drag & drop files, or click to browse" — and an Upload button.
  • The file table lists each document with its filename, type, processing status, linked shipment number, source, and upload date.
  • Column presets: Default, Recent, and Compact.

Row actions

Each row's menu offers View Details, Download, Open in New Tab, and Delete.

Document detail

Opening a document shows its metadata — type, size, who uploaded it, source, and linked shipment — alongside any data the AI extracted (for example, on a commercial invoice: invoice number, date, total, currency, shipper, and consignee). The detail view's controls are Preview, Download, Open Full Size, Re-process, and Delete.

Last verified — copy: Jul 21, 2026