This article provides information about how to share a shipment document or invite one or more users to access a document.

TABLE OF CONTENTS

• Overview
• Procedure
• Result
• Reference Video

Overview

The Documents tab in the Shipment screen allows an authorized user to share a shipment document with other users. In other words, an authorized logged in user can grant the access of the selected document to other users.

In addition to the Share/Invite User, the user can also perform the following tasks:

• Publish PDF Docs
• Download All
• Email Link

Procedure

1. On the Shipment menu, click Complete Documentation.
   It opens the Shipment screen showing the list of shipment orders in the default tab based on the selected layout.
   
2. Click the Edit button given next to the shipment order.
   It opens the shipment order in editable mode.
   
3. Select the Documents tab.
   It shows the list of shipment documents.
   
4. Select one or more shipment orders that you want to share.
5. Click the Share/Invite User button.
   It opens the Share Documents dialog box.
   
6. Choose a category from the list with whom you want to share the document.
   By default, the Buyer category remains selected.
7. Enter one more more email addresses in the To field.
   The field next to the category list is the To field.
8. Click the Cc button and enter one or more email addresses if required.
9. Select the Approval required checkbox if applicable.
10. Perform any of the following options to complete the tasks:
    • Select a template from the Email Template list.
      This automatically fills in the Subject field and the body text.
      
      Or
    • Enter the Subject manually and then enter the text in the email body.
11. Click the Share button.
    A confirmation message is displayed.
12. Click the OK button.

Result

The selected document is shared with the user and the details are sent through an email.

Reference Video