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How to Preview Memos and Documents Without Opening Shipments

Introduction

The Memo/Doc Preview feature allows users to quickly access memos and documents directly from list views without opening the shipment file.

Benefits

  • Saves Time: Instantly access memos and documents without navigating into shipments.
  • Improves Efficiency: Quickly cross-check shipment details, invoices, and statements.
  • Convenient Access: Available in multiple list views across the GoFreight platform.

Where to Use

The Memo/Doc Preview feature can be found in the following list views:

  • My Shipment List
  • House B/L List (House Bill of Lading List)
  • Master B/L List (Master Bill of Lading List)
  • MAWB List (Master Air Waybill List)
  • HAWB List (House Air Waybill List)
  • Invoice/Cost List

Step-by-Step Instructions

1. Previewing Memos and Documents

  1. Navigate to a list view (e.g. House B/L List or Invoice/Cost List).
  2. Hover your cursor over the MBL or HBL number to see the eye icon with a feature hint “Memo/Doc Preview”)
  3. Click the eye icon to open the memo/document (MB/L MEMO & DOC or HB/L MEMO & DOC) preview section below.

2. Viewing Memo Content

  1. In the preview section, locate the memo you wish to view.
  2. Click on the memo subject to open it.
  3. Click the cross (X) button to close the Memo Content.

3. Previewing and Downloading Documents from the Document List

  1. Click Preview to open a document in a new tab.
  2. Click Download to save the document to your device.

4. Using Memo/Doc Preview for Invoice Cross-Checking

  1. Open the Invoice/Cost List.
  2. Search for the required invoice.
  3. Click the eye icon next to the invoice number.
  4. Review the memo/documents to verify invoice details against the customer’s statement.

For a visual guide on using this feature, please refer to the following video: