How Documents Stay Attached to Loads in CarrierOS AI
The load record should be the home for every important document tied to that shipment. The sections below explain how documents stay attached to loads in CarrierOS AI and what the office should verify before moving on.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Documents stay attached to loads in CarrierOS AI: quick answer
Documents stay useful when they are linked to the correct load, assigned the correct type, and reviewed before billing or settlements.
Before you start
- Know the load number.
- Know what type of document you are attaching.
- Check whether the document already exists in the library.
Step-by-step instructions
- From Operations > Loads, click View load on the load you want to update.
- Review the documents area.
- Upload or attach the document.
- Choose the correct document type.
- Confirm the document appears in the load record.
- Use the Document Library later to search across all load files.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Load record: The shipment that owns the file.
- Document type: Why the office needs the file.
- Attachment status: Whether the file is connected and ready.
- Search details: Fields used to find documents later.
What happens next
Once documents are attached, billing can review invoice readiness and prepare the invoice packet.
Common problems and fixes
- If a document cannot be found, search by load number and customer.
- If a document is linked to the wrong load, correct it before invoice work.
- If a required type is missing, upload it or mark why it is not needed.
Tips for carrier offices
- Think of the load record as the folder.
- Check document type before sending packets.
- Keep the original rate confirmation with the load.
