What You Can Do After Creating a Shipment

The starting points after creating a shipment, and what each one needs.

  • ForPeople who have just created a shipment
  • Task timeAbout 3 min
  • Video1:21
  • Last checked2026-10-22

Overview

There is no compulsory order. Choose where to begin: Setup, uploading documents, preparing documents, inviting people, or payments and progress.

What you'll learn

  • The starting points on a new shipment
  • Which tasks need saved Setup values
  • Where each task lives
1:21 · Captions are on by default. The video plays only when you press play.

Before you begin

Step-by-step guide

  1. Choose where to continue

    The last step of the setup guide offers Add documents, Open Document Dashboard, Continue full setup and Open Shipment Overview. There is no fixed order.

    The setup guide's Finish step with its four continue buttons highlighted.
    Step 1

  2. Use the shipment menu

    Each shipment has its own menu. Select the menu button at the top left to see every area by name: Overview, Add Documents, Viewer, Changes, Setup, Payments, Commercial documents, Approvals, Tracking, Activity, External approvals and Permissions.

    The expanded shipment menu listing its areas.
    Step 2

  3. Setup

    Setup holds the shipment's details, with tabs for Shipment, Parties, Goods, Commercials / Documents, Users and Import / Export.

    Shipment Setup with its tabs highlighted.
    Step 3

  4. Add Documents

    Add Documents uploads your shipping documents. Choose a type for each file; upload and quality checks start as soon as you choose.

    The Add documents dialog with its drop area highlighted.
    Step 4

  5. Commercial documents

    Commercial documents is where you prepare contracts, invoices, packing lists and more. Select Create document, or + Add under a document type.

    Commercial documents for the shipment with Create document highlighted.
    Step 5

  6. Payments and tracking

    Payments shows the shipment's invoices and transactions; they are linked once Setup has your Company and your commercial position. Tracking lets you add the ETA or confirm arrival yourself; automated tracking is coming soon.

    Track Shipment with the manual ETA and arrival controls highlighted.
    Step 6

Expected result

You know which task to start with and which tutorial explains it.

Next tutorial

Video + guide1 min videoUnderstand Shipment OverviewRead a shipment's Overview: documents, fields needing attention, people and progress.

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