Documents Tab - Consignments
Document can both be attached to and generated for consignments.
Attaching Documents
To attach a document to a consignment:
- Select the Consignment the document should be attached to
- Drag the document onto the page in your browser
- Select the document type in the dialog box that appears in the bottom right of the page.
- Click the [ SAVE ] button
Generating Documents
CocoonOPS can generate documents for a consignment.
To generate a document for a consignment:
- Click the [ CREATE DOCUMENT ] menu at the top of the tab
- Select the document type to create
Once generated, the document will be attached to the consignment and a message will be displayed in the top right of the screen advising that the document is now available.
Clicking the message will take you to the document library to view the document.
You do not need to stick around waiting for the document to be generated, you can carry on using the system.
Refreshing Document List
You can use the [ REFRESH ] button to reload the document tab to show any document that have been uploaded or generated since you loaded the consignment.
Working With Documents
Once a document is attached to a Consignment, you can right click on a document to:
- View the document
- Download the document
- View and edit its’ properties
- Delete it
- Make the document Public/Private
- Email it to an external party
Public documents are included in data feeds where appropriate. For example, public documents are sent to CocoonTMP
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