Documents

# Find and manage documents

Browse all files of your platform, preview them, edit their details, mark them as verified and remove documents you no longer need.

Updated 4 October 2026

**Who can do this:** The Documents menu item needs permission for documents.

Documents are the files stored in Transportial: order confirmations, delivery notes, proof-of-delivery photos, certificates and more. Each document belongs to something, such as a transport order, consignment, trip or company. The **Documents** page lists them all in one place.

## Open the documents list

1. Open the side menu (☰, top right).
2. Click **Documents**.
3. Type in **Search...** to find a document by name or other details.
4. Scroll down to load more documents.
5. Click a row to open the document.

By default the list shows the **Name**, **Created At** and **Updated At**. You can add the **Description**, **Mime Type**, **Valid Until** and **Public** columns. A tick next to the name means the document is verified.

## Filter the list

* **Verified**: show only **Verified** or **Not verified** documents.
* **Mime Type**: show only PDF, JPEG, PNG, Excel, Word or CSV files.
* **Valid until**: show documents that expire within a date range, for example to find certificates that need renewing.

See [Filters and tables](/en/help/filters-and-tables) for sorting, saved filters and column settings.

## Add documents

You add documents where they belong, not on the **Documents** page itself:

* Open a transport order, consignment, trip or company, go to its **Documents** tab and drag files onto the list (**Drop here**).
* Or use the **Documents** field in the order or consignment form.
* Drivers add photos and signatures from OpenMove at a stop. See [Proof of delivery in OpenMove](/en/help/openmove-proof-of-delivery).

For details, see [Add documents to a transport order](/en/help/transport-order-attachments).

## View a document

The document view shows a preview of the file (PDF, images and Office files) and its details: the ID, **Name**, **Mime Type**, **File Name** and **Description**.

## Edit a document

1. Open the document and click the pencil icon, or choose **Edit** in the row actions of the list.
2. Change the **Name** (required) and the **Description**.
3. Set a **Valid until** date for documents that expire, such as permits or insurance papers.
4. Switch on **Public (visible to customers)** if customers may see the document.
5. Click **Save**.

## Verify a document

1. Open the document.
2. Open the **Verification** dropdown.
3. Choose **Verify**. You see **Document verification successful!** and a tick appears next to the name.
4. To withdraw it, choose **Invalidate**.

Verification and editing are not available to external users, such as customers using the portal.

## Remove a document

1. Choose **Remove** in the row actions of the document.
2. Read the question **Are you sure you want to remove this document?**
3. Click **Remove** to confirm, or **Cancel** to keep it.

Check that nobody still needs the document, for example as proof of delivery, before you remove it.

## Related articles

* [Add documents to a transport order](/en/help/transport-order-attachments)
* [Create and manage document templates](/en/help/document-templates)
* [Print CMR documents](/en/help/cmr-documents)
* [Filter, sort and arrange lists](/en/help/filters-and-tables)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en/contact)[Report an issue](/en/report-issue)

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Canonical page: https://transportial.com/en/help/documents