Documents in the customer portal

Customers with portal access see a filtered view of their own documents. They can download, acknowledge, and in some cases e-sign.

What's visible

Per customer, the portal shows documents generated against records they're a party to:

• Their quotes (bill-to party on the quote).
• Their bookings (shipper / consignee / bill-to — the exact mapping is configurable).
• Their invoices, credit / debit notes, receipts, statements.
• Their delivery orders and arrival notices.
• POD / waybill for their shipments.

Other customers' documents are never exposed; access is enforced at the API layer, not only in the UI.

What's hidden

• Internal-only documents (e.g. cost invoices from vendors, margin reports).
• Draft / unpublished documents.
• Documents from bookings where the customer isn't a party.

Actions

• Download — always available.
• View inline — PDF renders in-browser.
• Acknowledge — for arrival notices. Timestamp + user logged on the booking.
• E-sign — for PODs, optional per tenant. Drawn signature captured as image, embedded into the document, new version stored.
• Dispute — on invoices, opens a message thread. See portal messaging.

Notifications

When a new document is published to their portal, customers get:

• An email (same email flow as email delivery, optional per doc type).
• An in-portal bell notification.

Frequency caps prevent spam (no more than one digest per hour for auto-generated docs).

Access control

Each customer contact has a portal role: viewer (read + download), approver (can acknowledge / e-sign), admin (manage other contacts at that customer). See portal access.