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Shipment documents

Upload, find, download and delete the documents attached to your shipments, such as invoices, packing lists and delivery receipts.

  • Production manager
  • Warehouse and inventory
  • Needs View brand production
  • Last verified · vd28b0333e

The Documents tab of Shipping & Tracking is Document Management: one place to manage all shipping documents and files across all shipments. You can search, filter and sort them, download a file, delete it, or upload a new one to a shipment.

ProductionShipping & TrackingDocuments

Permission: VIEW_BRAND_PRODUCTION

Open the documents

  1. Open Shipping & Tracking

    In the left sidebar, expand Production and click Shipping & Tracking.

    Shipping & Tracking opens on Active Shipments, with the Documents tab at the right of the tab bar

  2. Click "Documents"

    Click the Documents tab. Documents show as cards by default.

    The Documents tab titled Document Management, showing the files as cards

Switch between cards and table

Click the grid icon for cards (9 per page) or the list icon for a table (10 per page).

  • A card shows the file icon, the file name, its size, and a ⋮ menu with Download and Delete.
  • The table has the columns Document Name, Type, Shipment (the tracking number), Size and Upload Date, with a row menu with Download and Delete.
The table view with Document Name, Type, Shipment, Size and Upload Date columns

Search, filter and sort

  1. Search

    Type in Search documents... to find a file by name.

    A file name typed in Search documents, leaving only the matching document

  2. Filter by file type

    Click Filter and check File Type values: PDF, IMAGE, WORD or EXCEL.

    The filter panel with the File Type group offering PDF, IMAGE, WORD and EXCEL

  3. Sort

    Choose a column such as Document Name, Size or Upload Date and Ascending or Descending. Click Reset to clear everything.

    The sort column dropdown open with Document Name, Size and Upload Date

Upload a document

  1. Click "Upload Document"

    At the top right of the Document Management card, click Upload Document.

    The Upload Document button at the top right of the Document Management card

  2. Choose the shipment

    In the Upload Document dialog (Select the shipments you want to upload documents for.), type in Search shipments... if needed and click the shipment. Each shipment shows its tracking number, its production orders and how many Documents it already has.

    The Upload Document dialog listing each shipment with its production orders and its number of documents

  3. Click "Upload"

    The Shipment Documents dialog opens for that shipment, with the count in Documents (N). Click Upload.

    The Shipment Documents dialog of a shipment with no files, with the Upload button and No documents uploaded

  4. Add the file

    Drop the file into the box, or click it to browse. The helper text reads PDF, DOC, XLS, JPG, PNG · up to 20 MB. The file uploads as soon as you add it.

    The upload box with the supported file types and the 20 MB limit

  5. Check the list

    The file appears in the list with its size and upload time. A shipment with no files shows No documents uploaded.

    The Shipment Documents dialog of a shipment with two files, each with its size and upload time

Tip

You can also open a single shipment's documents from the ⋮ menu of a shipment on Active Shipments or Delivered: click Documents.

Download or delete a document

  • Click Download in the ⋮ menu (or the download icon in the shipment's documents dialog) to save the file.
  • Click Delete to remove it. In the table view, Delete is only shown if you can delete brand production. The confirmation reads Are you sure you want to delete this document? This action cannot be undone.

Warning

Deleting a document cannot be undone.

The confirmation asking whether you are sure you want to delete this document

Summary

When there are documents, a summary under the list shows the Total Documents, PDF Files, Images, Word Docs, Excel Files and MB Total Size.