Understand Shipment Overview

Read a shipment's Overview: documents, fields needing attention, people and progress.

  • ForEveryone who works on a shipment
  • Task timeAbout 4 min
  • Video1:09
  • Last checked2026-10-22

Overview

Overview is the home page of a shipment. Each section shows what you are allowed to see, and works with incomplete Setup.

What you'll learn

  • The sections of Overview
  • Document and field status
  • Users & Invitations
  • Where to go next
1:09 · Captions are on by default. The video plays only when you press play.

Before you begin

Step-by-step guide

  1. Read the status cards

    At the top are the shipment's name and bill of lading number. The cards show Documents (have / expected), Ready to approve, Fields Requiring Attention, Tracking Status, Payment Status and Operational Status. Select a card to open its list.

    The Overview header and its six status cards.
    Step 1

  2. Check the documents

    The document list shows each document's current Version and review Status. Select a document to open it in the Viewer.

    The Overview document list with versions and statuses.
    Step 2

  3. Notifications and Activity

    Notifications for You lists what needs you; Activity shows who did what and when. Select View activity for the full history, with filters and Download Excel report / Download PDF report.

    The Notifications for You and Activity cards.
    Step 3

  4. People and Setup

    Users & Invitations shows who has access and offers Add / invite user. The Setup card shows how complete the shipment's details are. Every other area is in the shipment menu.

    The Users & Invitations and Setup cards.
    Step 4

Expected result

You can tell what needs attention on a shipment and open the right screen for it.

Choose what to do next

Video + guide1 min videoUpload Shipping DocumentsUpload documentsAdd your existing shipping documents to a shipment and choose each document's type.Video + guide1 min videoReview Extracted Document FieldsReview fieldsCheck extracted values against their source and record your decision.Video + guide1 min videoInvite Someone to a ShipmentInvite peopleAdd a Company colleague to a shipment, or create an invitation for an outside partner.

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