Documents, notes, and tasks

Stop searching your inbox for shipping documents

Keep bills of lading, air waybills, invoices, notes, and tasks attached to each shipment, so your team stops searching inboxes for paperwork.

The bill of lading, the invoice, and the note about Friday’s delivery all belong to one shipment. Keep them there, where the whole team can find them.

Files next to the shipment

Upload bills of lading, air waybills, delivery notes, and customs files directly to the shipment, instead of scattering them across folders and email threads.

Notes that explain what happened

Record decisions, blockers, and customer requests as internal notes, so the reasoning is still there weeks later.

Tasks with an owner

Assign follow-ups from the shipment page. Everyone can see what’s open and who has it.

Shipment files and follow-ups

Example:

Bill of lading.pdf
Commercial invoice.pdf
Packing list.xlsx
Note: Customer needs Friday delivery
Task: Send delivery order to haulier

Keeping work on the shipment

Open a shipment.
Upload files or add a note.
Assign a task to the right person.

Frequently asked questions

Which documents can I store?

Any operational file for the shipment, such as bills of lading, air waybills, invoices, packing lists, and customs files.

Can customers see the documents?

Public tracking pages have visibility settings, so you choose whether documents are shown.