How to Clean Up Document Mismatches in CarrierOS AI
Document mismatches happen when files are attached to the wrong load, have the wrong type, or are too unclear for billing. Follow the steps below to clean up document mismatches in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Clean up document mismatches in CarrierOS AI: quick answer
Search the Document Library, open the file, check the load link and document type, then correct the link, type, or file before invoice review.
Before you start
- Know the load number or customer.
- Have permission to edit document details.
- Compare the file to the load details before changing links.
Step-by-step instructions
- From the left menu, open Documents > Document Library.
- Search by load number, customer, date, or document type.
- Open the document record.
- Check the linked load and document type.
- Correct the link or type if wrong.
- Return to the load or invoice and confirm readiness.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Linked load: The shipment attached to the document.
- Document type: How CarrierOS AI should treat the file.
- Review status: Whether the file is ready or needs attention.
- Search terms: Load number, customer, driver, or date used to find the file.
What happens next
After cleanup, reload the invoice or load detail to confirm blockers are gone.
Common problems and fixes
- If two files look similar, open both before deleting or moving.
- If a file is unreadable, replace it rather than forcing it through billing.
- If many files are mismatched, review upload habits with the team.
Tips for carrier offices
- Fix wrong links before sending invoice packets.
- Keep document types simple and consistent.
- Use load numbers in file names when possible.
