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Uploading and deleting documents in orders
Uploading and deleting documents in orders

Find out how to add and remove documents to existing orders.

Updated over 8 months ago

How to upload documents in orders?

Option 1:

Select the order from your overview and navigate to the 'Tracing' tab, then click on the connecting line between two companies:

When the transaction details appear, click on 'View details' next to the progress percentage:

Click on 'Upload Files' next to the respective document types to upload your files:

If you need guidance on what each document type in the tracing template means or would like to see an example, click on the (ℹ️) info icon next to the document type.

Option 2:

In the 'Attachments' tab, you have a complete overview of all documents from all linked orders. Click on the icon for the document type in the respective order to upload your files:

How to delete documents in orders?

Select the order from your overview and navigate to the 'Tracing' tab, then click on the connecting line between two companies:

When the transaction details appear, click on 'View details' next to the progress percentage:

Click on the red bin icon next to the document you want to delete to remove it:

The files you can delete depends on the uploader of the document:

✔️If it was uploaded by you or another user of your company, you're able to remove it.

✖️If users of other companies uploaded it, you don't have the rights to remove it and will need to ask that company user to delete it.

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