Attaching Files to Orders

Files can be attached to Orders such as Proof of Delivery, Tax Certificates, Spec Sheets, or other documents. Proof of Delivery is normally attached via the Native Mobile Kodaris Driver Delivery App or another logistic system using the Kodaris API. Below you will find instructions on how to manually attach a file from the Operations Portal.

1. Navigate to "Orders" section

   Navigate to the "Orders" section in the Portal.

   

2. Click "Orders"

   Then, click "Orders".

   

3. Enter the order number in the "Search..." field

   If you know the order number, you can enter the order number in the "Search..." field to find the order.

   

4. Use filter to narrow down the orders

   You can also use the column filters to narrow down orders.

   

5. Go to the order's details screen

   Once you find the order, click the more details icon.

   

6. Order Details Screen

   You will see different tabs here, including the Customer Files and Internal Files tabs.

   

7. Customer Files Tab

   The Customer Files tab contains all generated files by the customer. You can also attach files here if you would like the customer to access them.

   

8. Internal Files Tab

   The Internal Files tab is restricted from your customers, and only you or other authorized employees within your company will be able to access the files in this tab.

   

9. Click "Attach File"

   To start attaching a file to the order, click the "Attach File" icon.

   

10. Select file type

    Select which option you would like to use when attaching the file.

    

11. Choose the file to attach

    Choose the file you would like to attach to the order.

    

12. Click "Open"

    Click "Open" to upload the file.

    

13. Attached file

    Once uploaded, the file is saved under the corresponding tab that you selected earlier.

    

14. Download icon

    Files can either be viewed directly in the browser or can be downloaded. Click the arrow down icon to download the file.

    

15. View icon

    Click the view icon to preview the file.

    

16. Preview pane

    A preview pane should appear on your screen.