Documents

Module: Documents · For: Carrier users · Page address: /carrier-portal/documents/overview

How to get there

Documents → Overview

Who can use this page

Needs: View permission on the Documents module.

Seat	Can open it
Owner / Admin	Yes
Manager	Yes
User	Yes

Actions on this page and the permission each needs

Action	Permission	Notes
Export	Export on Documents	Manage also grants it
Upload	Upload on Documents	Manage also grants it

What this page tells you

Documents uploaded per month — last 12 months Where your library sits in its lifecycle Documents locked by the retention purge are never listed here — they stay read-only on their own page.

What you see

• Upload Activity
• Documents by Status
• Storage Footprint
• Documents by Type
• Linkage & Sharing
• Expiry Risk
• No expiry dates recorded
• Expiry Watchlist
• Nothing to watch yet
• Retention Policies
• No custom retention policies
• Recent Documents

Table columns

Period · Uploaded · Shipment-Linked · Nov · Dec · Jan · Feb · Mar · Apr · May · Jun · Jul · Aug · Sep · Oct · Category · Documents · Share · Bill Of Lading (Bol) · Proof Of Delivery (Pod) · Other · Document · Type · Status · Shipment · Expires · Size · Uploaded · Uploaded By

Tab: First page

Tab: Previous page

Tab: Page 1

Tab: Page 2

Tab: Page 3

Tab: Page 4

What you can do

• Refresh
• All documents
• Export
• Upload
• Jump to upload activity
• Jump to compliance and expiry
• Jump to the document mix
• Jump to the document library
• Open Bill of Lading (BOL) documents (1)
• Open Proof of Delivery (POD) documents (4)
• Open Other documents (30)

When there is nothing to show

• “Expiring Soon 0 No expiry dates recorded yet”
• “- heading “No expiry dates recorded” [level=3]”

Loading, empty and error states

Dropdown-Status state

Loading state

Popover-Guide state

Tooltip state

Last updated 2026-10-27