Documents
Documents in Glacis are the files that support your supply chain operations — purchase order PDFs, invoices, packing lists, bills of lading, certificates, and spreadsheets. They're always connected to the records they relate to.
How documents enter Glacis
Documents come from three sources:
Email attachments — when an email arrives at your team's Glacis address, attachments are automatically stored as documents and linked to the email thread
Manual upload — you can upload files directly to an order, shipment, or the document library
Workflow-generated — workflows can create documents (e.g., generated reports or confirmations)
Document organization
If AI Classification is enabled, documents are organized in a tree structure by category and subcategory. Categories help you find the right document quickly — invoices in one section, shipping documents in another.
Document classification needs to be setup by your admin to work, please contact the admin or the Glacis team for support
Document checklists
Some orders require specific documents before they can be completed. A document checklist defines what's needed — invoice, packing list, bill of lading, certificate of origin, etc. Checklists are part of SOPs and appear in the Execution view of an order.
How documents connect to other records
Documents are always linked to their context:
Emails — attachments link to the email thread
Orders — documents are accessible via the Documents button on any order
Shipments — shipping documents link to the shipment record
Workflows — AI nodes can read and extract data from documents
To learn how to work with documents, see How to Manage Documents.
Need help?
If you have questions or run into issues, we're here to help:
Chat with us — use the support widget in the bottom-right corner of Glacis
Email — reach us at support@glacis.com