Upload Document
Module: Documents · For: Carrier users · Page address: /carrier-portal/documents/upload
How to get there
Section titled “How to get there”Documents → All Documents → Upload Document
Who can use this page
Section titled “Who can use this page”Needs: Upload or Create 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 |
|---|---|---|
| Add from URL | Create on Documents | Manage also grants it |
| Save 0 to library | Edit on Documents | Enforced in the app: hidden or disabled without it |
What this page tells you
Section titled “What this page tells you”Drag & drop, camera, file picker, or URL — up to 10 MB each.
What you see
Section titled “What you see”- Capture files
- Classify & attach
What you can do
Section titled “What you can do”- Take a photo with your device camera
- Take photo
- Choose file
- Add from URL
- Save 0 to library
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Or add from a URL | No | textbox | https://example.com/document.pdf |
| Document type | Yes | combobox | Search document types… |
| Link to shipment (optional) | No | combobox | Select a shipment |
| Description (optional) | No | textbox | Brief note for this batch… |
| Category (optional) | No | textbox | e.g. Compliance |
| Tags (optional) | No | textbox | invoice, 2026 |
| Share this document with counterparties | No | switch |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27