Attachment of specific documents

Objective

Allow users toadd and view documents or files(PDF, images, delivery notes, CMR, invoices, etc.)associated with a tripdirectly from the trip list.

Steps to attach a document

Locate the “Attachment” column
In the trip list, a column is dedicated to attachments. It contains apaper clip icon.

Click on the attachment icon
Click on the icon located in the line of the trip concerned. This opens apop-up window or side panel.

Add one or more files
In the open window:

• Click on“Add file”

• Select the desired file from your computer (common formats: PDF, JPG, PNG, DOC, etc.)

• Click on“Save”Gold“To validate”

 

Confirmation of attachment
Once the file is attached, the paperclip icon may display afile counter(ex :(1)Gold(2)), indicating how many documents are related to this trip.

Access to attached documents

By clicking on the icon again, you can:

• To consultthe files

• DownloadGoldDELETEif necessary (according to your rights)

Use cases

• Attach aCMR signed

• Attach acopy of customer invoice

• Add asigned mission order

• Storephotos of merchandise or incidents

Benefits

• Centralization of information related to each trip

• Ease of consultation for all teams (logistics, invoicing, management)

• Saves time and eliminates the need for manual searching