How to upload a document
1
Open the delivery
Navigate to the delivery you want to upload a document to.
2
Go to Documents
Click the Documents tab on the delivery page.
3
Upload the file
Click Upload and select the file from your computer. Supported formats include PDF, images, and common document types.
4
AI processes the document
Once uploaded, the relevant AI agent will process the document automatically:
- COAs are reviewed by the COA Agent and compared against your internal specification
- Shipping documents are validated by the Shipping Docs Agent
- Other documents are classified and filed by the Document Manager