Adding and verifying attachments

Updated 3 weeks ago by Ania

Who can use this function?

This function is available to all users of the Trans.eu Platform and CargoON.

From this article you will learn:

  • how to specify required documents when adding an order
  • how to verify received documents
  • how to accept or reject documents

When adding a new order, you can specify what documents you want to receive from the contractor after the order is completed.

Adding an order by the contractor

  1. Fill in the order form:
  • fields marked with an asterisk are required,
  • select the required documents that should be provided after the order is completed.
  1. Send the order

Acceptance of the order by the carrier

  1. Read the order terms and make a decision. You can accept or reject the order.
  2. After accepting the terms, the order status will change to On the way to loading.

You can track the entire order history in the order details window in the "Changes history tab.

Sending documents by the carrier

  1. After unloading is completed and confirmed, the order status will change to:
  • On the contractor's side - Waiting for required documents.
  • On the carrier's side - Complete required documents.
  1. To add documents in the order details window, select the Attachments tab, then choose Missing.
    • Select Send file next to the required document.

  • Submit a document: choose file, set visibility, optionally you can add a description.
  • Send the document.

  1. The added attachment will be visible in the Added tab with the following information: Attachment is awaiting verification by the Shipper.

Verification of documents by the contractor

  1. Go to the order details window to verify the documents.
  2. Select the Attachments tab, then Waiting.
  3. Click on the attachment to download it. Verify it.

Acceptance of the attachment by the contractor

  1. After positive verification of the document, accept the attachment using the green icon.

  1. Once approved, the document will go to the Verified tab.

  1. After accepting the attachments, the order status will change to:
  • On the contractor’s side - Confirm delivery
  • On the carrier’s side - Waiting for confirmation

  1. To complete the order process, Confirm delivery. The order status will change to Completed (also for the carrier).

Attachment rejection by the contractor

  1. In case of rejection, add a comment with information about the reason for rejection and confirm with the Reject attachment button.

  1. The contractor will receive a notification (under the bell icon) that the attachment has been rejected.

  1. Information about rejection along with the comment is visible in the order details in the Attachments tab, then Verified.

  1. In the Changes history tab you will see that the attachment was rejected.

Adding additional documents by the carrier

The carrier and contractor can add additional documents to the order by clicking Add attachment and following the instructions.

  1. If you want to add additional documents, go to the Attachments tab and click Add attachment.

  1. Select the document type from the list.
  2. Set its visibility and send it to the contractor.

  1. Information about the added document will appear in the Changes history tab.

How Did We Do?

UP!
Powered by HelpDocs (opens in a new tab)