Create a New Shipment by Uploading a Document

Choose the upload path

1. Open the document upload screen.
2. Select any destination checkboxes such as Scope when that document also needs outbound processing.
3. Choose whether the upload should create a Warehouse Shipment, a Tracking Shipment, or both when a new shipment is created.

Upload the source document

1. Select the PDF, worksheet, image, or other supported file.
2. Click Upload.
3. Wait for the workflow to process the file and resolve the shipment.

Review the result

The workflow can create a shipment from the document or attach the upload to an existing shipment when it finds a match.

1. Review the success message to see whether a new shipment was created or an existing shipment was matched.
2. Open the linked shipment to confirm the intake details and attached document.