The Documents panel enables you to upload, download, and delete documents as attachments. It shows different information, depending on the current workspace.
To open it, do one of the following:
- In Inbox or Voyages, in the top navigation, click . To close it, click again.
- 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 . To close it, click again. 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, hold your mouse pointer over the top right corner of the card and click .