Upload documents & track missing files
Attach the right supporting file to the right record.
Where to go
Shipment → documents / upload
Step by step
Open the shipment and review required versus optional document rows.
Select the correct document type and an allowed file within the displayed size limit.
Upload once and review the result and saved version.
Preview/download the saved file and check whether the required-document count changed.
Demo: upload a harmless fictional packing-list PDF and verify its own shipment.
FAQ
Is optional GST Invoice required for every shipment?
It is optional in the shipment checklist. Commercial Invoice and Packing List retain their required flags.
Read related guide →Reviewed 10 October 2026 · CRM 0.53.1