Attachment management in a shipping order

Attachments are files (images, PDFs, Excel sheets, text files, etc.) added to shipping orders to serve as evidence or supplementary documentation.

This article covers:

• Add a New Attachment
  • How to Require Specific Attachment Types for Shipping Orders
• Delete an Attachment
• View an Attachment

Related Articles:

• How to Create New Attachment Types

Add a New Attachment

By default, attachments can be added to orders in Open status. To add attachments to Shipped or Canceled orders, users must have additional permissions.

Requirements:

• User must have "Edit Shipping Orders" permission enabled.
• Attachment type must be preconfigured and enabled for shipping orders.
• File size must be ≤5 MB.
• For shipped/canceled orders: "Add Attachments After Order is Shipped/Canceled" permission required.

Steps:

1. In the shipping order’s Attachments section, enter a description.
   
2. Select the attachment type from the dropdown.
   
3. Click  to open your computer’s file explorer.
4. Select the file to upload.
   

How to Require Specific Attachment Types for Shipping Orders

To mandate specific attachments (e.g., for operational or client requirements), configure these at the account level.

Requirements:

• User must have account access.
• "Edit Companies" permission enabled.

Steps:

1. Access the target account.
2. Go to Shipping Configuration.
3. Under Attachment Types, check boxes for required types.
   

Remove an Attachment

Requirements:

• "Edit Shipping Orders" permission enabled.

Steps:

1. In the shipping order’s Attachments section, locate the target file.
2. Click next to the attachment.
   
3. Confirm deletion in the dialog.
   
4. Click Remove.

View an Attachment

Requirements:

• "View Shipping Orders" permission enabled.

Steps:

1. Navigate to Shipping Orders in the main menu.
2. Locate the target shipping order.
   
3. Access the order:
   • With "Edit Shipping Orders" permission: Click .
     
   • With "View Shipping Orders" permission: Click the order number.
     
4. In the Attachments column, click on
   
5. Behavior depends on file type:
   • PDFs/other files: Download prompt appears.
   • Images: Preview opens.
   • To download images, click on an attachment name.