Documents
Expiries and pending document approvals.
Where to find it: Left menu → Documents & Records → Documents Dashboard
Step 1
Left menu → Documents & Records → Documents Dashboard. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Clear approvals and near expiries. Shipment packs still open on the consignment — this board is company records.
Step 3
Pending approvals should match Document Approvals. Expiries should match Expiry / Renewal.
Yes. Documents Dashboard 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.
If it was stored on the consignment, open that file. Company contracts live here.
