Open any shipment and click the "..." button to the left of the Go to polt.ai driver app button.

Creates a copy of the shipment as a new draft. Useful when you have a recurring lane or a shipper who books similar loads repeatedly. The duplicate keeps freight details, stops, and requirements; you'll typically need to update dates, reference numbers, and pricing.

See Duplicating a shipment.

Removes the shipment from active dashboard views. Archived shipments are not deleted — they can still be found by adjusting your filters or saved view — but they no longer clutter your day-to-day work list.

See Archiving a shipment.

Opens the claim filing workflow for shipments where freight was damaged, lost, or otherwise had an issue requiring carrier or insurance action. Available on active shipments (Covered status and beyond).

See Filing a claim on a shipment.