Documents

Documents is the filing cabinet for every piece of paper a load generates — the rate confirmation, the bill of lading, the signed delivery receipt, the customs papers, the fuel and lumper receipts — filed automatically under the right load, stamped with who sent it and how, checked against what that load is legally required to carry, and chased up when something is missing.

30
Capabilities, all live
100%
In production
Border & Compliance
Pillar

From the Lanexa 2.0 capability register · version 2.0.37 · reviewed 2026-08-24

AUTO

Every document write is audited twice, from two different places

The application writes structured events through a recording routine that stamps the actor server-side; independently, a database change-log trigger writes its own created / updated / deleted entry carrying a field-by-field record of exactl

AUTO

Deletions are logged by the database, not by the application

The deletion policy trigger writes the audit event itself, recording whether it was a self-delete inside the 24-hour window or an admin action, the document's age in hours to one decimal place, its type code, its older type value, load numb

AUTO

A POD arriving raises a notification

Every document-created entry is inspected the moment it lands in the audit trail; if the type is a proof of delivery — either the catalogue code or the older value — a notification is recorded against the load, carrying the load number, the

AUTO

A POD arriving may create a payable

A -coded row inserted — or an existing row re-coded to, which is exactly what a dispatcher does in the Review queue — fires a trigger that resolves the load and asks the interline biller whether a carrier bill is now due for the partner car

01
Automatic photo compression
Silent. Any JPEG, PNG or WebP over 350 KB is downscaled to a 2,400-pixel long edge and re-encoded as WebP before it is ever stored, keeping a letter page above the 200-DPI floor that scanning and text recognition need. A typical 3–8 MB phone photo lands around
02
Duplicate detection
Every file is fingerprinted (SHA-256) before it is stored. If a byte-identical live file already exists in the same company, nothing is stored twice — the wizard marks the row "already on file" and hands the existing document back.,
03
Create a secure external share link
The share icon mints a link with a 7, 30 or 90-day expiry, copies it to the clipboard, and lists every link on that document with its state (Active / Expired / Revoked), its expiry date and how many times it has been opened. The recipient needs no login: they
04
Request a missing document by no-login link
From a load group header or a radar row, pick the document you need, a 7/14/30-day expiry, and an optional note ("the signed copy from the receiver, please"). The link is copied to the clipboard. Whoever opens it — driver, broker, warehouse — passes a bot chec
05
Per-load required-document checklist
Computed from the load's own attributes rather than a fixed list: every load needs a Rate Confirmation and a BOL; a POD becomes required once it is delivered; a cross-border load adds PAPS/PARS, an ACE/ACI eManifest confirmation and a Commercial or Canada Cust
06
Documents panels on other records
The same catalogue surfaces as an embedded panel on Customers (contracts, carrier packets, notices of assignment), Fleet vehicles (permits, interchange receipts), Drivers (non-credential documents), Interline partner loads, and Accounts Payable carrier bills.
07
Honest empty states on all four tabs
Nothing in this module ever shows a blank panel. The radar says "All clear — every active load has its required documents." The Review queue shows an inbox icon, "Review queue is clear", and one line explaining what will land there and why. The Deleted view sa
08
Upload documents (wizard)
Pick several files at once, choose a document type per file from the 49-code catalogue grouped by category, optionally tick "Keep original quality", then link the whole batch to a load, invoice, manifest, driver, vehicle and customer — each chosen from a searc
CapabilityStatus
AI classification of inbound documentsNot built
Document version chainsIn progress
Retention and archivingNot built