Document Management

A freight file is a pile of paper: booking confirmation, commercial invoice, packing list, certificate of origin, House and Master B/L, arrival notice, delivery order, vendor invoices. Routel keeps that pile with the job it belongs to, so "where is the packing list for the Al Noor shipment?" has a one-click answer.

Where documents live#

Every job has a Documents area. Two kinds of files appear there:

• Uploaded by your team: anything from the customer, the carrier or a vendor.
• Generated by Routel: the quotation PDF, the House B/L and annexure, customer invoices, credit and debit notes. These are attached automatically when they are produced.

Partner records have a documents area too, for company-level files such as agreements and registration documents.

Uploading#

1. Open the job and go to Documents

   Drag files in, or choose them. PDFs, images and office documents are accepted.

2. Label the document

   Pick a type (booking confirmation, packing list, commercial invoice, and so on) so it is easy to find later. Add a note if useful.

3. Save

   The upload is recorded in the job's audit log with your name and the time.

Finding and downloading#

From the job, filter by type or search by name. Across jobs, the assistant is the fastest route: "Find the packing list for the Al Noor shipment" or "Send me the House B/L for JOB-2026-0412" returns the file directly, subject to your role.

Versions and corrections#

Uploading a corrected document does not overwrite the old one. Both are kept, the newest is marked current, and the audit log shows who replaced what. For generated documents, regenerating produces a new version the same way.

Retention#

Documents stay with the job after it is closed and remain downloadable for as long as the job exists. Nothing is purged automatically.