Trailer Documents

The document attachment feature allows you to quickly add trailer-related files directly from the assignment list. This simplifies the management of administrative or technical documents associated with trailers and their assignments.

Steps to Add or Edit an Attachment

Access the Assignment List:

• Log in to the system and enter the interfaceList of Trailer Assignments.

Locate the Target Assignment:

• Browse the list or use the filters to find the specific assignment related to a trailer.

Available filters include:

• Status(In Progress, Closed).
• Tractor, Trailer, GoldDate range.

Open Attachment Management Options:

• On the corresponding line, click on the icon or buttonAttachment(often represented by a paperclip or a specific button).

Add a New Document:

• Click onAdd a fileGoldUpload a document.
• Select the file from your device (supported formats: PDF, Word, Excel, images).

 

Modify or Delete an Existing Document:

Click on an already attached document to:

• Replacewith an updated version.
• Downloada local copy.
• DELETEif it is no longer needed.

Save Changes:

• Once the file is added or modified, clickSaveto validate the changes.

Advantages of Document Attachment

Centralization of Information:

• All relevant files related to assignments are accessible directly in the system.

Monitoring and Archiving:

• Users can view attached file histories for complete tracking.

Time Saving:

• No need to search for documents in other systems or folders: everything is just one click away.

Compliance and Security:

• Trailer-related documents (such as delivery certificates or notes) are stored securely and can be consulted if necessary.