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  •     QAD Glossary

  • Documents Task
    Use the Documents task to add new documents to the shipment; for example, customs or insurance documents. Although you can access the Documents task at any time, it is typically used to add and print documents after the shipment has been manifested. Workflow - Documents Task shows the default appearance of the Documents Task screen when there are no documents associated with the shipment.

    Workflow - Documents Task
    The fields on the Documents Task screen are:
    Type
    The document type enables you to identify document types. To view a list of document types such as customs or hazardous material documents, click the lookup icon. Usually, you can leave this field blank because it automatically populates when you specify a value in the Reference field.
    Reference
    A code that identifies the document. The combination of the document type and reference uniquely identify the document.
    Image
    Use this field to associate a document from an external system with the shipment. These documents are stored in Precision as scanned images. To upload scanned images of documents, click Choose File. If the file type you upload is not supported, an appropriate message is displayed at the top of the screen. Your administrator controls which file types are supported.
    Printer
    Leave this field blank unless you want to override the current locale printer.
    Copies
    Specify the number of copies that you want to print.
    To add an uploaded document to the shipment, click Add. Any documents that you add appear in a table at the top of the screen, as in Documents Task with Added Documents.

    Documents Task with Added Documents
    Preview a PDF version of the document, print one or more copies of the document, or view the history of the document by clicking the relevant icon in the document row.
    Use the Save, Delete, Print, and E-Mail buttons below the table of documents to perform actions on multiple documents in the table. Select one or more documents and click the relevant button.
    Note: Your administrator can remove the E-mail button.