Summary
Use the Document Manager to reassign attachments between orders, update their trip/driver/equipment, control driver visibility, add expenses, and mark documents as reviewed. This article explains the common workflows — moving a document to a different order and verifying the change.
Before you start
You need access to Document Manager and permission to edit documents.
Have the old order number and target order number ready.
Tip: open the Document Manager and the target order in two tabs so you can quickly verify changes.
Quick steps
In Document Manager, click the review button in the action column to open the edit view.
Use the Order dropdown (or type the order number) to select the new order.
(Optional) Update driver, equipment, visibility, or add an expense.
Click Mark as reviewed, you should immediately see the new order displayed.
Verify the documents appear on the new order.
Step-by-step
1. Open the document
Open Document Manager and locate the attachment you want to edit.
Click the document’s name (the “name section”) to open the document edit view.
2. Reassign the order
In the edit view you’ll see the order currently linked to the document.
To change the order:
Use the dropdown to find the target order, or
Start typing the order number in the dropdown and select it.
When you choose the new order the page shows the associated trip for that order.
Screenshot placeholder:doc-manager-order-dropdown.png— Alt: Order dropdown open with typed search for order number.
3. Update related fields (optional)
Driver: Search for and select a different driver if needed.
Equipment: Update tractor or trailer if the document should be tied to different equipment.
Visibility: Toggle whether the document is visible to driver (visible / hidden).
Expense: Add an expense to the document if applicable.
4. Save & mark reviewed
Click Mark as reviewed (or Save / Update).
You should see: “Document updated and marked as reviewed successfully.”
Screenshot placeholder:doc-manager-success.png— Alt: Success message confirming the document was updated.
How to confirm the move
After saving, look for the success message: “Document updated and marked as reviewed successfully.”
Open the new order and confirm the attachment appears.
Filter Document Manager by the old order and confirm the document no longer appears.
Troubleshooting
Change didn’t save / document still appears on the old order
Make sure you clicked the document name then completed the Mark as reviewed / Save action.
Clear filters, refresh the page, and re-check both orders.
If the document still appears on both orders, collect the document name and both order numbers and contact support.
Can’t find the order in the dropdown
Type the full order number into the dropdown search instead of scrolling.
Confirm the order number is correct.
Document reappears after refresh
Confirm you saw the success message after saving.
If the problem persists, it may be a sync issue. Retry the change. If it still fails, contact support with a screenshot and order/document details.
Tips & best practicesUse the type-to-search in the order, driver, equipment and other dropdowns. It’s faster to populate necessary data in long lists.
After edits, mark the document as reviewed so you get the success confirmation.
Keep the new order open in a second tab to immediately confirm the move.