Documents: your company file cabinet
Last updated 2026-10-21
One home for every file across all apps: what the document center is, and which page covers upload, sharing, or OCR.
Documents is the single filing cabinet for your whole company: receiving photos from WMS, PODs from TMS, container documents from Drayage, delivery photos from LastMile, plus contracts and invoices — everything lands here. Upload, find, and manage files in one place instead of hunting across apps.
- Dashboard — the first item in the Documents menu. See the big picture: total documents, new this month, storage used vs. quota, breakdowns by source system / document type / status / top clients, the last 30 days of uploads, and the most recent and largest files.
- Upload & find (documents-upload) — how to upload files, what metadata to fill in, and how to search and download.
- Sharing & permissions (documents-sharing) — how to send share links to outside partners, and who inside the company can see which files.
- OCR & power features (documents-ocr) — image text search, the 30-day trash, audit logs, quotas, duplicate detection, and watermarks.
- AI Q&A (documents-ai-qa) — ask the AI questions about a file in plain words; answers come from the document’s OCR text.
- E-Signature (documents-esign) — send a PDF for signing inside the system; signers draw their signature, no printing or scanning.
When you’ll use it#
- Field photos filed automatically: task photos from the mobile apps (receiving, POD, delivery) flow into Documents through the API — no manual upload needed.
- Finding old paperwork: search by document number, merchant, or document type to pull up a BOL or invoice from months ago.
- Sending files outside: generate a share link for a customer or carrier instead of creating a system account for them.
Documents is the file store; Knowledge App is the Q&A knowledge base. Knowledge App can also pull files straight from Documents into a knowledge library — upload once, use in both places.
