🔄 Creating a Tradeflow
The first step in sharing documents is to create a tradeflow that references your purchase order (PO) number or shipment. This establishes the context for the documents you want to share.
📂 Uploading Documents
- Accessing the Documents Tab: Once you've opened a specific tradeflow, you'll notice a tab called "Documents." Click on this tab to access your documents.
- Adding Documents: Within the Documents tab, you'll find an option to add documents. Click on it, and a dialog box will open, allowing you to upload your documents.
- Setting Document Name: In the dialog box, you can specify a name for the document. This name will help you and your partners identify the document easily.
- Selecting Document Type: You can also select the document type. This categorization makes it simpler for your partners to recognize and manage the documents in their system.
- Sharing Information: It's important to note that everything you enter in this screen will be shared with the partners involved in this tradeflow.
🔗 Sharing the Tradeflow
The final step is to share the tradeflow with your partners. When you share a tradeflow with your partners, all the documents attached to that tradeflow become available to them.
By following these steps, you will successfully share documents with your partners in Dockflow. To recap:
- Create a tradeflow that references your shipment or purchase order.
- Attach one or more documents, specifying names and types for easy identification.
- Share the tradeflow with your partners.
Please note that there is no option to upload documents that are only visible to you. All documents you upload to the tradeflow will be available to all partners involved in that specific trade.
⚙️ Automation for Document Notifications
Optionally, you can use Dockflow's automation features to streamline your document management further. Automations allow you to set flags and receive email notifications whenever a document is added or is missing at different phases of your shipment. For more information on setting up automations, please reach out to our support team or refer to the relevant help articles on creating automations.