Documents

Keep every piece of freight paperwork attached to the job it belongs to, and chase missing proof of delivery before you bill.

Document categories

Bill of lading

BOL for the shipment. You can also print one from the shipment.

Proof of delivery

POD. Saved automatically when a driver completes delivery in the app or Work Portal.

Invoice

For example a carrier's invoice attached to a payable.

Customs document

Declarations, clearance papers.

Certificate

Insurance, origin, inspection certificates.

Packing list

Cargo contents.

Other

Anything else.

Uploading a document

Go to Documents, or open the order, shipment, load or invoice and use its documents panel.
Choose what to link it to (Order, Shipment, Load or Invoice) and find the record by its number.
Pick the category, give it a name, and add notes if needed.
Choose the file: PDF, JPG, PNG or WebP, up to 10 MB.

Access follows the record. Someone who can't view a shipment can't see its documents either. Carriers and drivers only see documents for jobs assigned to them.

Finding documents

The Documents page lists everything, newest first. Search by name, or filter by category, linked record type, or a specific record number.

Missing delivery proof

The Delivered shipments awaiting proof view lists delivered shipments that have no POD yet, oldest first. Click Add delivery proof to upload one. Clear this list before invoicing so every bill is backed by a signed delivery.

Generated PDFs

These are produced on demand from your data, so there is nothing to upload:

BOL, from the shipment.
Lorry Receipt (LR), from the shipment (India workspaces).
Rate confirmation, from the load.
Invoice, from the invoice.
Driver pay statement, from the settlement.

Last updated September 2026 · Something unclear or out of date? Tell us.