Documents in the portal

The documents area of the portal is the customer's filing cabinet for everything you've sent them.

What's visible

• Quotations (current + historical).
• Booking confirmations.
• Shipping instructions.
• HBLs / HAWBs for their shipments.
• Delivery orders / arrival notices.
• PODs.
• Invoices, credit notes, debit notes, receipts.
• Statements of account.

See the full rules in customer-portal-docs.

Filters + search

• By shipment / booking / invoice number.
• By document type.
• By date range.
• Full-text search over document numbers and linked records.

Downloads

Single-click PDF download. Bulk select + download as ZIP. Large batches generate asynchronously — email when ready.

Actions

• Acknowledge — for arrival notices. Recorded with user, timestamp.
• E-sign — for PODs (optional per tenant). Drawn signature, embedded, new version stored.
• Dispute — on invoices, opens a messaging thread. See messaging.
• Pay — on invoices, if online-payment integration is enabled.

Versions

If a document was regenerated, prior versions are viewable. Useful for audit / reconciliation ("show me the invoice as it was on March 2").

Notifications

New documents trigger notifications per customer preference (email, in-portal bell, webhook). See email delivery.

Mobile

Responsive layout; PDFs render inline on tablet, download on phone for best reading.

Security

• Document URLs are signed and expire (default 24 hours).
• Downloads logged to audit trail.
• Sensitive documents (high-value invoices) can require re-authentication.