This article walks you through the Documents tab on a client record — viewing, downloading, sharing, uploading, and deleting documents.

Where these documents come from: Most documents on this tab are auto-generated or uploaded from this client's individual shipments — every Carrier Rate Confirmation and Bill of Lading from every shipment for this client appears here automatically.

You can also upload client-level documents directly to this tab.

The client must be assigned to you. If they don't appear on your Clients dashboard, see Checking client availability before requesting setup.

From the Clients dashboard, click into the client. At the top of the record, click the Documents tab.

You'll see a table of every document on the client with these columns: Name, Format, Size, Created at, Created by, Updated at, Updated by, Action.

The total document count appears next to the tab name (e.g., Documents 570).

Use the Search and filter bar at the top to narrow the list. Documents are named by type and shipment ID — for example, Carrier Rate Confirmation (Shipment #121617) or Bill of Lading (Shipment #118878) — so you can search by shipment ID to find every document for a specific load.

Documents are sorted by Created at descending by default (newest first). Click any column header to re-sort.

Click Download in the Action column at the right end of the row. The file downloads to your browser's default download location.

You can also click the document name (the blue link in the Name column) to open the document in a new browser tab.

Click Upload in the top right of the Documents tab. A file picker opens — select the file from your computer to upload it.

Tip — when to upload to the client vs. the shipment: Upload to the client when the document applies to the relationship (contract, W-9, master agreement, customer-specific paperwork that isn't tied to one load). Upload to the shipment when the document applies to one specific load (BOL, signed POD, accessorial receipt).

See Uploading a document to a shipment.

Use the ... menu at the right end of any row to share or delete the document. (verify exact menu options — likely Share / Delete / possibly Rename or Replace)

Important: A deleted document cannot be recovered. If the document was auto-generated from a shipment (Carrier Rate Confirmation, Bill of Lading), deleting it here removes it from the client's Documents tab — verify before deleting that the document isn't needed for an active load, claim, or audit.