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Add a document to a new or existing shipment

Atlas Verified help: SH-011

Summary

Use Add a document to a new or existing shipment when you need to complete this workflow in Atlas Verified and understand what the app changes afterward. The feature starts from Shipments (?panel=shipments), 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 Shipments (?panel=shipments).

  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 Add a document to a new or existing shipment, 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 Add a document to a new or existing shipment, and you know where to continue the workflow.

Tips

  • Dashboard quick actions (DN-004) mirror most create flows.

  • 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

  • SH-001

  • SH-002

  • SH-003

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