Create a New Shipment by Uploading a Document

Upload the source document

1. Open Upload from the navigation.
2. Drop or select the PDF, worksheet, image, or other supported file, and optionally type a document type.
3. Check Skip Validation Screen only if the intake should resolve automatically without a manual review step.
4. Click Upload Document.

Let the workflow analyze the document

The Analyze step runs automatically and extracts the shipment details from the file.

1. Wait for the Analyze step to finish extracting the document.
2. If Skip Validation Screen was checked, the workflow resolves the shipment right after analysis instead of opening a review screen.

Validate and 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. When the Validate screen opens, review the extracted fields, confirm or correct the match, and save.
2. Check the success message to see whether a new shipment was created or an existing shipment was matched.
3. Open the linked shipment to confirm the intake details and attached document.