Documents: upload and find files
Last updated 2026-10-14
Get files in with structured metadata, auto-captured task photos from WMS/TMS/Drayage/LastMile, then search and download via signed URLs.
Whether it is a quick photo from the mobile app or a contract on your computer, every file enters Documents here. Fill in the metadata (explained below) at upload time — later you will find the file by order number or merchant instead of digging through folders.
Two ways to upload#
- Upload from the page: open Documents → Upload, pick your files, fill in the metadata, and confirm.
- Automatic upload from the business apps: task photos and POD pictures in WMS / TMS / Drayage / LastMile flow into Documents through the API by themselves — no manual work, and the system fills in the linked document and merchant automatically.
Metadata comes in two layers#
- Document type (doc_type) — what the file is: contract, invoice, photo, POD, and so on.
- Source system (source_system) — where the file came from: WMS, TMS, Drayage, LastMile, or manual upload. Permissions are isolated by this field.
- Merchant — which merchant the file belongs to.
- Linked document (ref_type + ref_id) — which business document it hangs on, e.g. order SO-000123 or a BOL number.
- Created by / at — who uploaded it and when; recorded automatically.
- File info — file name, size, and format; recorded automatically.
Business-context JSON: extra fields that belong to a specific business (e.g. a reefer temperature log or a container number), attached to the file as JSON — JSON is just a structured text format technicians use for extra info. It never disturbs the common fields above; most users can ignore it.
Find and download#
- Filter the list by document type, merchant, source system, or date — or just type a keyword. Text inside images is searchable too once OCR is enabled (see the OCR page).
- Open the file to see its details and metadata.
- Hit Download: the system generates a signed URL — a temporary download link with an expiry time — instead of exposing the real storage address.
Fill in (or double-check) the linked document at upload time: a wrong order number means the file will not show up from that order later, and you will be left searching by keyword.
Signed download links expire. If someone needs long-term access, use a share link instead (see documents-sharing).
