MSWeb Documents

Click the documents icon to attach a document to the order being viewed.

Figure 33: How to Add Document(s)

Clicking the Documents icon opens the Add Document Screen. From the Add Document screen, click browse to file.

Figure 34: Add Documents screen

This opens your file manager. Locate the file(s) you wish to upload. In the example below, two files have been selected by holding down Ctrl while clicking on the needed files, or you many drag and drop the files. Note that when dragging and dropping a file, the file will open in another browser window as a preview. This can be helpful if you are not sure of the exact file needed. In our example below, notice both files are Bill of Ladings. Press Open.

Figure 35: Choosing files from File Manager

The files are added to Add Document and both documents are listed individually. Document properties can be added on a document-by-document basis using the scroll to access all documents. If all documents are the same document type, save time by clicking the Apply document properties to all button. This button will only appear if there is more than one document being added.

Figure 36: Add document properties to all

Once the Apply document properties to all button is clicked, the screen will condense, as in this example. Enter the Document Type and it will be applied to all documents. The Description will then autoload with Bill of Lading as well. Click Save.

Figure 37: Partial list of Document Type options

The documents will then appear on the Order Timeline. The status tile is yellow, as yellow is color coded to indicate documents. The activity is noted as Added in addition to the notation of the date and time the document as added. Additional details are in the corresponding box to the right, which include who added the document, the Document Type, the Document Description. A link to the document is also included for quick reference.

Figure 38: Order Timeline showing newly added documents

The file type accepted are: