Work Order Documents
The Documents tab on a Work Order lets your team attach supporting files to a shipment job — such as B/L copies, packing lists, cargo photos, invoices, or any other relevant document.
Opening the Documents Tab
Section titled “Opening the Documents Tab”- Open any Work Order from the Work Orders list.
- Click the Documents tab at the top of the detail page.
Uploading a Document
Section titled “Uploading a Document”You need Update permission on the Work Orders menu to upload documents.
- Fill in a Label — a short name for the file, e.g. “B/L Copy”, “Packing List”, “Cargo Photo”.
- Optionally add Notes for any additional context.
- Click Choose File and select a file from your device.
- Click Upload to save the document to this work order.
Accepted file types: images (JPEG, PNG, etc.) and PDF files.
You must select a file before the Upload button becomes active. If you do not fill in a Label, the original file name will be used as the label automatically.
Document List
Section titled “Document List”Each uploaded document appears as a card in the list, showing:
| Item | Description |
|---|---|
| Thumbnail | A preview of the file. Click to open the full-screen viewer. |
| Label | The name given when uploading |
| Notes | Additional notes (if any) |
| File name | Original file name from your device |
| File size | Size in KB |
| Uploaded by | Name of the user who uploaded the file |
Viewing a Document
Section titled “Viewing a Document”Click the thumbnail on any document card to open the file in a full-screen viewer:
- Images are displayed directly in the viewer.
- PDF files are rendered in an embedded PDF viewer with a download option.
Deleting a Document
Section titled “Deleting a Document”Click the × button on the document card to permanently remove it from the work order.
Deletion is immediate and cannot be undone.
Common Use Cases
Section titled “Common Use Cases”| Document | When to Upload |
|---|---|
| B/L Copy (Bill of Lading) | After the vessel departs |
| Airway Bill (AWB) | After air freight booking is confirmed |
| Packing List | When goods are ready for shipment |
| Commercial Invoice | Before customs submission |
| Cargo Photo | During pickup or warehouse intake |
| SPPB / PIB / PEB | After customs clearance |
| POD Photo | Can be recorded directly via the Progress Events step instead |