Uploading files directly to the Documents page allows you to build a centralised repository of all your invoices, compliance certificates, and delivery notes. From here, you can define their attributes before attaching them to specific supply chain entities.
In stead of adding Documents in the general Documents page, you can directly add Document to the data record it belongs to (such as Locations, Deliveries, etc). Please check out our Add Documetns to Data Record guide.
Initiate Upload: From your main Documents list, click the black + Add new button located in the top right corner of the screen.
Select Your Files: You will be taken to the Upload documents screen. You can either drag and drop your file(s) into the designated area or click the green Choose file(s) button to browse your computer.
Note: The system supports a wide range of file types (including PDF, PNG, JPG, DOC, XLS, and more) up to a maximum size of 500MB.
Define Document Details: Once selected, your file will appear in a list below where you can immediately define its core attributes before finalising the upload:
Type: Click the dropdown to classify the document type (e.g., selecting Invoice or delivery note). This is essential to meet the Rulesets if there's any.
Private: Check this box if the file contains sensitive information. Marking it private ensures the document is excluded from external sharing (via links or direct sending).
Tags: Click to apply existing custom tags or type to create a new one.
Dates: You can optionally log the Issuance date, Valid from, and Valid to dates.
Review or Modify: Before uploading, you can use the icons next to the document's name to preview it, split/redact pages, or remove it from the upload list entirely (See Split and Redact Documents guide to learn more about how to split/redact pages).
Finalise the Upload: Once all details are set, click the black Upload documents button in the top right corner. A progress bar will appear, followed by a green checkmark indicating a successful upload. Click Done in the top right to return to your main Documents list.
