This article provides information about how to add and remove a shipment document in ImpexDocs.

TABLE OF CONTENTS

• Overview
• Procedure
  • Add a Shipment Document
  • Result
  • Remove a Shipment Document
  • Result
• Reference Video

Overview

The most important documents are generally added when creating a shipment order. The Shipment screen allows an authorized user to add and remove shipment documents from a shipment order whenever needed.

Procedure

Add a Shipment Document

1. On the Shipment menu, click Complete Documentation.
   It opens the Shipment screen showing the list of shipment order based on the selected layout.
   
2. Click the Edit button of a shipment order to which you want to add or remove a document.
   It opens the shipment order in editable mode where all added documents are shown under Document on the left side.
   
3. Click the Plus (+) button beside the Document section on the left side.
   It opens the Documents to Add dialog box.
   
4. Select an option between the Add From Document List and Add From Template Library options.
   By default, Add From Template Library is selected.
5. Select the document which needs to be added.
   Click the Select All button if all documents are required.
6. Click OK.

Result

The selected documents are added to the list under Document.

Remove a Shipment Document

1. On the Shipment menu, click Complete Documentation.
   It opens the Shipment screen showing the list of shipment order based on the selected layout.
   
2. Click the Edit button of a shipment order to which you want to add or remove a document.
   It opens the shipment order in editable mode where all added documents are shown under Document on the left side.
   
3. Hover over any listed document and click the Ellipses button.
   It shows the Copy and Remove options.   
4. Select the Remove option.
   A confirmation dialog box is displayed.
5. Click Yes.
   A success message is displayed.

Result

The document is deleted and the list is updated under Document.

Reference Video