Work the Document Review queue

Queue tabs

Document Review is one stable destination in the left navigation. The individual queues are static tabs in the data sheet on a wide screen and a single dropdown labeled Current queue on a phone. The left navigation no longer expands or contracts as you move between queues. Every tab carries a count badge. A badge showing — means that count has not loaded yet, not that the bucket is empty.

Every workspace

Delivery Orders

Delivery-order documents waiting for assignment or confirmation. This is the default bucket.

Proof of Delivery

POD documents waiting to be filed against a container.

Interchange Receipts

Equipment interchange receipts (EIRs) waiting to be assigned to a container as a gate document.

Unknown

Everything that is not a delivery order, a proof of delivery, or an interchange receipt — invoices, packing lists, and anything the classifier could not place. Nothing drains this bucket but you.

Recently Confirmed

Work finished in the last 7 days, kept for quick verification. Open the row to view the shipment. When that confirmation has a POD, use the separate Open POD action at the right edge of the row.

Archived

Documents taken out of the queue without being applied. Retained for audit.

Freight-forwarder workspaces use the same document-type tabs. The Delivery Orders tab opens Express Review; Proof of Delivery, Interchange Receipts, and Unknown use the standard document assignment table.

Searching and filtering

The data-sheet toolbar contains a search box with the placeholder Search container, B/L, issuer, or receiver.... Search covers the full authorized queue, not just the visible page. In the standard table, Select and Container form a fixed leading identity block, so the container remains visible while the other columns scroll. Trucker and importer tables also have three column-header filters:

Receiver

A searchable list of the receivers present in the current queue, with counts. Multiple receivers can be selected.

Container

A free-text search box in the column header. One container at a time.

Document date

A date picker in the column header, matching the date printed on the document rather than the date it arrived. One date at a time.

The two history buckets deliberately narrow what you can filter on. Recently Confirmed keeps only the keyword and the container filter and drops the rest. Archived drops everything, including the keyword, and always shows the whole archive newest-first. Do not expect a filter you set in the review queue to still apply after you switch buckets.

Express Review shares the queue-wide keyword search and adds a Status column filter for Missing fields and Warnings. Its other columns remain plain labels; use search for a container, bill of lading, issuer, or receiver.

Uploading documents yourself

+ Add Documents sits at the right end of the footer tab rail under the table. It opens a four-item menu, and the item you pick sets the document type for every file in that batch. Workspaces with spreadsheet import access get a fifth item, Spreadsheet, which opens the operations spreadsheet importer instead of the file picker.

1. Pick the type first. The menu items are Delivery Order, Proof of Delivery, Interchange Receipt, and Other Document. There is no way to change the type mid-batch, so upload mixed paperwork in separate passes.
2. For a container list, choose Spreadsheet. This is a separate Excel/CSV workflow, not a document attachment. It accepts one .xlsx, .xls, or .csv file up to 25 MB and 50,000 rows, then lets the carrier link strong existing matches or create native operations records without a delivery-order document.
3. Choose one or more files. Accepted formats are PDF, JPEG, PNG, and TIFF. A file that fails this check is rejected with … must be a PDF, JPEG, PNG, or TIFF file. Delivery Orders are stricter: a non-PDF is rejected with Delivery Order uploads must be PDFs. An empty file is rejected with … is empty.
4. Wait for the batch. Files upload one at a time, not in parallel. The button is disabled for the whole batch and a status box counts through Uploading 2 of 5…. Leaving the page mid-batch abandons the files that have not been sent yet.
5. Read the summary. You get Uploaded 5 documents. on a clean batch or Uploaded 4 of 5 documents. when something failed, followed by 1 file needs attention and the failing file names with their reasons. Only the first four are listed; the rest are summarized as +2 more failed files.

A Delivery Order upload behaves differently from the other three types because it is parsed before it is staged. The upload waits up to 90 seconds for the parser. If parsing finishes in that window the document is staged and the activity feed reports Delivery order ready for review. If the parser is still working when the wait runs out you get Delivery order queued for review instead — the file was accepted, and it appears in the Delivery Orders bucket on its own once parsing finishes. Do not upload it again. If parsing actually fails, the file is counted as a failure with the parser's own reason, or Delivery-order parser could not parse this file. when it gave none.

Forwarding documents in by email

Email is the normal intake path and the one worth setting up properly, because it puts documents in the queue without anyone downloading and re-uploading a PDF. Each workspace has its own delivery-order address; the empty state on this page shows yours on the Forward documents to … button, which opens a pre-addressed message with the subject Delivery order documents.

For the sending side — which address to use, what to do about senders who reply to the thread instead of forwarding, and how attachments are picked out of a message — see Send delivery orders to Conterminal by email.

Opening a row for review

In the trucker and importer table, clicking anywhere on a row opens it. Clicks that land on something interactive inside the row — the checkbox, the container number, a column-header control — do their own thing instead. On a phone the same rows render as cards. The review screen that opens depends on what the document is: a delivery order opens the assignment review, a quarantined document opens the warning review, an RFQ opens Start quote from RFQ, and PODs and interchange receipts each open their own screen. All of them keep a < Back to Inbox link that returns you to the queue with your filters and page intact, and carry your position through the queue so you can work straight through it.

There are three ways a document leaves the queue, and only one of them is the actual review:

Complete the review

Assign and confirm the document. See Review and confirm a delivery order. Background carrier enrichment may keep improving the suggested fields, but it never blocks manual confirmation: once the assignment row is prepared, a dispatcher can continue whenever the document needs to move.

Attach as misc document

Opens Attach to a tracking item. Search by container, MBL, booking, PO, or reference, add a note, then Attach and remove from review. The file is filed under Miscellaneous Documents on that record. On an interchange receipt the same dialog is labeled Assign receipt to a record and files it as a gate document.

Archive document

Takes the document out of the queue without applying it. It lands in Archived with the reason shown, and can be restored with Unarchive document.

Accepting a sender warning in a carrier workspace

A parsed delivery order held only because its authenticated sender maps to another organization, or is not yet recognized, shows Review sender. The dialog identifies the sender, receiving workspace, authentication result, document, container, and any matching Network Companies connection. That connection is context for the reviewer; it never accepts or trusts email by itself.

Accept this document

Advances only this parsed PDF to assignment and confirmation. It does not trust the sender for another message.

Accept & trust future documents

Tenant-admin only. It accepts this PDF and allows future authenticated email from the same sender into this workspace while preserving the sender's own organization.

Express Review in a forwarder workspace

Selecting a row opens an inspector on the right instead of a full page. It shows Container, B/L, HAWB / House B/L, Tracked vessel, Pickup terminal, and Local carrier (trucker), with a Missing or Not matched badge on each field that is not resolved. A rail-ramp pickup adds a Marine terminal field. Fill the unresolved fields and press Apply tracking; the button stays disabled until the container is filled, a B/L or booking number is present, and every unmatched reference has been selected from search. Open delivery order shows the source PDF in a new tab, and Open full review leaves the inspector for the full review screen.

Selecting rows and printing a batch

Batch print exists in the trucker and importer table only. Tick the checkbox on each row you want, or use the header checkbox (Select all visible documents, or Select all visible on a phone). A bar appears at the bottom of the table showing 12 delivery orders selected alongside Print 12 Delivery Orders and Clear selection. The wording follows the bucket you are in, so the same buttons read Print 3 Proofs of Delivery or Print 3 Interchange Receipts elsewhere.

1. Select up to 25. Twenty-five is the hard cap per print job, and it is also the page size for these workspaces — so selecting every visible row can never exceed it. Selecting across pages is not possible: changing page clears the selection.
2. Press the print button. The button reads Preparing… while Conterminal checks that every selected document has a printable PDF behind it.
3. Acknowledge anything unprintable. If some cannot print you get a line such as 2 can't print with each file name and a reason: not a PDF, no source file, or not available. Press Print 10 Delivery Orders anyway to continue with the rest. If none can print, the button reads No printable documents and does nothing.
4. Print from the new tab. The selected PDFs are merged in selection order into one document in a new tab, which opens the print dialog on its own. Allow pop-ups for Conterminal or the tab will never appear.

What Conterminal keeps

Stored for review

The source file itself, a checksum of it, the receipt metadata around it — sender, subject, and the time it arrived — the parser output for the document, and the automatic scan result for a PDF proof of delivery.

Kept after it leaves the queue

Archived documents stay listed under Archived with their type, sender, subject, archive time, and reason, and their PDF stays viewable and printable. Nothing is deleted when you archive.

A source PDF can still become unavailable. When that happens the review screen keeps rendering the metadata and tells you plainly, for example The staged source PDF is no longer available. The parsed metadata is still shown here for reference. You can finish reviewing from the extracted fields, but you cannot print that document or include it in a batch.

Troubleshooting