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Documents

The Documents section provides a central repository for all paperwork — BOLs, PODs, rate confirmations, insurance certificates, and more.

Document Repository

Browse, search, and manage all uploaded documents in one place.

How to use it

  1. Navigate to Documents → Repository
  2. Browse documents or filter by type, status, or associated load
  3. Click Upload to add a new document
  4. Click any document to view, verify, or download it

Uploading documents

  1. Click Upload
  2. Select the file (PDF, image, or other supported format)
  3. Choose the document type (BOL, POD, Rate Con, Insurance, etc.)
  4. Optionally link to a load
  5. Click Upload

Key features

  • Full-text search across document names and metadata
  • Document type and status filtering
  • Bulk upload support
  • Document verification workflow (Pending, Verified, Rejected)

Document Viewer

View documents in a built-in viewer with verification and annotation tools.

How to use it

  1. Click any document from the repository or load details page
  2. View the document in the built-in viewer
  3. Use Verify to mark the document as reviewed and correct
  4. Use Reject if the document has issues
  5. Click Download to save a copy locally

Key features

  • In-browser PDF and image viewing
  • Verify/Reject workflow with audit trail
  • Download to local machine
  • Document metadata display

Load Documents

View and manage documents linked to a specific load.

How to use it

  1. Open any load's details page
  2. Scroll to the Documents section
  3. View linked documents (BOLs, PODs, rate cons)
  4. Upload new documents directly to the load
  5. Click View All to see the full document list for that load
Tip: Ensure PODs are uploaded and verified before invoicing. This speeds up payment collection and reduces disputes.

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