Documents
Document management software that sits on the shipment or award
Document management software as a generic library fills up with PDFs nobody can find in context. Trade, grants, and campus finance do not search “all invoices”. They open a file and expect the packing list, the award letter, or the vendor contract to be there.
Customer Flow attaches documents to the operational record. Access follows the same permissions as the file. Expiry and versions matter because the next person will not hunt a thread. That is document management for operations, not a second Dropbox.
Libraries still have a place
Keep a library for templates and policies if you want. Do not keep the live commercial invoice only there. If the document is evidence for a shipment or a grant, it belongs on that file — with an audit trail of who attached it.