Document Setup
Module: Documents · For: Carrier users · Page address: /carrier-portal/documents/setup
How to get there
Section titled “How to get there”Documents → Settings
Who can use this page
Section titled “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
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Upload | Upload on Documents | Manage also grants it |
| Save all changes | Edit on Documents | Enforced in the app: hidden or disabled without it |
What this page tells you
Section titled “What this page tells you”How long your company keeps each document type before auto-purge — only company admins and managers can change these Only company admins and managers can change retention. Your own folders for filing documents, on top of the types above.
What you see
Section titled “What you see”- Document Retention
- Your document types
- Categories
What you can do
Section titled “What you can do”- Upload
- Save all changes
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Set retention policy for Bill of Lading (BOL) | No | switch | |
| Set retention policy for Proof of Delivery (POD) | No | switch | |
| Set retention policy for Rate Confirmation | No | switch | |
| Set retention policy for Invoice / Carrier Invoice | No | switch | |
| Set retention policy for Delivery Order (DO) | No | switch | |
| Set retention policy for Pick Slip | No | switch | |
| Set retention policy for Packing List | No | switch | |
| Set retention policy for Shipping Instructions | No | switch | |
| Set retention policy for Load Tender | No | switch | |
| Set retention policy for Dispatch Sheet | No | switch | |
| Set retention policy for Weight / Scale Ticket | No | switch | |
| Set retention policy for Lumper Receipt | No | switch | |
| Set retention policy for Fuel Receipt | No | switch | |
| Set retention policy for Detention / Accessorial Backup | No | switch | |
| Set retention policy for Driver Settlement Document | No | switch | |
| Set retention policy for Customs / Entry Documents | No | switch | |
| Set retention policy for Commercial Invoice | No | switch | |
| Set retention policy for Certificate of Insurance (COI) | No | switch | |
| Set retention policy for Photo Evidence | No | switch | |
| Set retention policy for Claim Documentation | No | switch | |
| Set retention policy for Delivery Appointment Confirmation | No | switch | |
| Set retention policy for Other | No | switch |
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27