Documents
Company files with title and file-name search. Shipment packs stay on the consignment so a BL does not get lost in a general folder.
Where to find it: Left menu → Documents & Records → Document Library
Step 1
Left menu → Documents & Records → Document Library. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Upload to the right folder. Name the file so a stranger can find it. Search before you upload a duplicate. Do not dump consignment PDFs here as a junk drawer.
Step 3
Search should find the file. The audit trail should show who uploaded it.
Yes. Document Library is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Prefer archive and retention. Deleting history is how audits fail.
