Getting started with Document Manager
The Document Manager displays all of your documents that are sent and received via the Tradeshift platform. The search and filtering options allow you to refine search results to find specific documents you need to work on. The document overview contains information like document types, amount, issue dates, description, and other relevant fields. The different statuses like sent, paid, or pending connection, help you visualize the progression of your documents. Here’s a detailed article describing common document statuses.
Let’s take a closer look at the key features of the Document Manager app.
On the left side of the document list are your filters. Use these to define the search and get specific results. Selected filters show up as tags on top of your document list. You can remove tags one by one or all of them at once. If you use the same filters often, it’s a good idea to save the selection into a quick filter and reuse it later. Here’s a detailed article about how filters work.
To the right of the filter panel, you’ll see the document list split into columns. These show the value that each document has for each data field. Although you get the default set of columns on the initial setup, you can easily customize additional columns you want to see by selecting them from the table settings in the bottom right corner.
Here’s a detailed article explaining how to manage table columns.
On the top left corner of your screen, you can use the search bar to find specific documents. The search input will be checked across multiple document fields such as document number, sender, recipient, request description, status message, and even line description. If your search returns too many items, try using the filters on the left panel to refine your search and get the desired results.
On the right side of each document row you’ll see the actions menu. The menu provides access to some document actions without the need to open that specific document. The type of action shown depends on your user access, the document type, and status. These can be generic actions like download, view, and archive, as well as more specific ones like closing orders and managing access.
Exporting a list of documents is easy in Document Manager. Find and click the Download CSV button in the bottom-right corner of the page to get a CSV file. Use filters to refine the selection to include only relevant documents in the export. The downloaded file can contain up to 10000 documents filtered in Document Manager. Exported CSVs contain the following information: Document ID, Document Type, Document Number, Due Date, Status, Amount, Currency, Sender, Recipient, Message Date, Status Message, Transaction ID, Created Date, Issue Date, Note, Accounting System ID, Cost Center, and Requester.
10 people found this helpful.