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Link chat documents to shipments or suppliers

Atlas Verified help: DC-008

Summary

Use Link chat documents to shipments or suppliers when you need to complete this workflow in Atlas Verified and understand what the app changes afterward. The feature starts from Atlas chat Attach file and conversation document list, then usually updates a record, sends a request, creates a file, or opens a detail panel that becomes the source of truth for the next step.

Before you begin

Steps

  1. Sign in and open the dashboard.

  2. Go to Atlas chat Attach file and conversation document list.

  3. Use the primary Create, Edit, Upload, Send, or Save control for this workflow, depending on the screen you opened.

  4. Enter the required fields for Link chat documents to shipments or suppliers, review any linked shipment, supplier, document, or billing context, and save the change.

  5. Confirm the updated row, status badge, email, file, or detail panel reflects the action you just completed.

Expected result

The app shows the expected record, email, file, status badge, or detail panel for Link chat documents to shipments or suppliers, and you know where to continue the workflow.

Tips

  • Ask follow-up questions in the same thread to narrow results.

  • Keep the related shipment, supplier, document, or organization open while you work.

Common issues

  • Wrong organization β€” Switch in the header (AT-008).

  • Persistent errors β€” See Troubleshooting (TS-012) or category TS articles.

Related articles

  • DC-001

  • DC-002

  • DC-003

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