> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alvys.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer and Company Documents

> Upload, rename, retype, merge, email, and delete documents on a customer, broker, or location profile.

Store documents for a customer, broker, or location on its profile: credit applications, W-9s, notices of assignment, rate confirmations, and more.

## Open the documents

1. Open the company profile.
2. Click **View documents** in the page header.

The **Documents** panel opens on the right. It stays open when you switch tabs. Click **View documents** again, or the panel's close button, to close it.

Each document shows its type, name, and upload date. The newest documents appear first.

## Upload a document

1. In the **Documents** panel, click **Upload documents**.
2. Pick one or more files. You can upload PDF, JPEG, PNG, XLS, and XLSX files.
3. For each file, Alvys opens a **New document** window. Choose a **Document Type** from the list.
4. Click **Save**.

These are the document types you can choose for a company:

* Bill of Lading
* Certificate of Insurance (COI)
* Completed W9 Tax Form (W9 Form)
* Customer Application
* Customer Invoice
* Customer Load Confirmation
* Customer Rate and Load Confirmation
* Customer Rate Confirmation
* Customer Reference Sheet
* E Signature
* Invoice
* Merged
* Notice of Assignment
* Operating Authority
* Receipt
* Shipping Labels
* Signed Customer Rate Confirmation

> [!NOTE]
>
> Documents uploaded in the old profile with a custom type keep that type. When you edit one of them, its custom type is still on the list for that document.

> [!NOTE]
>
> You must pick a type from the list. You can't type your own type name. If you need a type that isn't on the list, pick the closest one and describe it in the document name, then tell Support which type you need.

## Rename or change a document's type

1. Open the document's menu in the **Documents** panel and choose **Edit**.
2. Change the **Name**, the **Document Type**, or both.
3. Click **Save**.

## Download, email, or delete one document

Open the document's **⋯** menu to **Download**, **Edit**, **Email**, or **Delete** it.

## Work with several documents

In a document's **⋯** menu, choose **Select**. Check boxes then appear, and the panel footer shows **Grayscale**, **Merge**, and **Delete** for the documents you checked.

## Who can see which documents

Some documents contain rates. You see these only if you have the matching permission:

* customer rate confirmations and invoices: **View Customer Rate**
* carrier rate confirmations and carrier invoices: **View Carrier Rate**

## FAQs

**Q: Where's the Documents tab?**
**A:** There isn't one now. Click **View documents** in the page header. It works on every tab.

**Q: Can I see what time a document was uploaded?**
**A:** Not yet. The list shows the upload date only.

**Q: Can I sort the documents oldest first?**
**A:** No. The panel always shows the newest documents first.