đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
This article walks you through uploading external documents (POD photos, signed BOLs, lumper receipts, etc.) to a shipment.
Table of contents
Upload vs. New document:
Upload â bring in an external file from your computer (POD, signed BOL, photo, etc.)
New document â generate a document from a polt.ai template (rate confirmation, BOL, etc.)
Use Upload for anything coming from outside polt.ai. See Generating a document for templated documents.
1. Open the shipment
Open the shipment you want to upload a document to.
2. Click the Documents tab
In the tab bar at the top of the shipment, click Documents.
3. Open the upload dialog
Click the Upload button in the top-right corner of the tab. The Upload document dialog opens.
4. Confirm the document type
The Type field defaults to Attachment. For most uploaded documents (PODs, signed BOLs, lumper receipts, photos, customer emails) you can leave this as-is.
5. Add the file
Either:
Drag and drop the file into the upload area, or
Click Choose file to browse for it
Supported formats: PDF, PNG, JPG/JPEG, GIF, TXT, CSV, XLS, XLSX, DOC, DOCX Maximum size: 20 MB per file
6. Upload
Click Upload. The document appears in the Documents list on the tab, with your name as the uploader and a timestamp.
Tip: Use the "..." menu next to any document to Download, Share (email to a recipient), Rename, or Delete it. See Sharing a document with a contact.