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The Documents panel enables you to upload, download, and delete documents as attachments. It shows different information, depending on the current workspace.
To open or close the Documents panel, do one of the following:
- In Inbox or Voyages, in the top navigation, click Documents.
- When opened from list view, the panel includes documents for all records in that list.
- When opened from details view, the panel includes documents for that record.
- In Onboard, click . You can store documents at the voyage, port call, or berth level.
Uploading Files
The maximum upload size to the Documents panel is 20MB. To upload a file:
- In the Documents panel, click +.
- Do one of the following:
- Drag and drop files into the File Upload panel.
- Click the File Upload panel, browse files, and then select one or more to upload.
- When you finish adding files, click << to return to the Documents panel.
Downloading Files
To download a file, click its card in the Documents panel.
Deleting Files
To delete a file, in the Documents panel, hover over the top right corner of the card and click
.