Adding and Viewing Documents on an Order

The document tab allows you upload and attach documents to orders/items in Yojee and share with your drivers and downstream partners.

Edit/View an Order

After an order has been created, you can re-enter the order and select the Documents tab within the order

Adding Individual Documents

Select on the Add New Document button.

Fill the the following information:

1. Name This Document - Enter the name of your document
2. Code - Choose a code for your document
3. Attached To - Select if the document should be attached to the Order or an item within the order
4. Privacy -can be set to Public, Private or Protected
   1. Public - Anyone can view
   2. Private -  Only your organisation can view
   3. Protected -  Your organisation and partners can see the document 
5. Drag and drop or choose the file you would like to attach
6. Save

Success! 👏 Your document has now been uploaded!

Adding Multiple Documents

Select on the Add New Document button, then select the Batch Upload tab

1. Drag and Drop or Choose the files to be added
2. Set the Code, Attached To and Privacy details for each item
   1. Note, selecting Select All will apply the same attributes to all files. Then select Apply
      
3. When done, select Save