Managing Documents
Documents in Glacis are the files attached to your operations — PDFs, Excel spreadsheets, images, and any other files that relate to your orders, shipments, and emails. This page covers how to view, upload, and organize documents.
Where documents come from
Documents enter Glacis in the following ways:
Email attachments — when an email arrives at your Glacis address, any attached files are stored as documents automatically
Manual upload — you can upload files directly to an order, shipment, or the document library
Viewing documents
Documents appear in emails, orders and shipments:
On an order or shipment: Click the Documents button (folder icon) in the top-right corner of any order or shipment detail page. A panel opens showing all documents linked to that record.
If a categorization workflow is configured, documents are organized in a tree structure by category and subcategory. Each document shows - File name & categorization.
By default the Glacis platform recognizes some supply chain documents automatically, for new additions, you can contact the Glacis support team.
Document checklists
Some orders that are associated with SOPs have a document checklist — a list of required documents that need to be collected before the step of the SOP can be completed (e.g., invoice, packing list, bill of lading, certificate of origin).
The checklist appears in the Execution view of an order detail page:
Each checklist item is an expandable accordion
Items can be checked off as documents are uploaded
The subtitle reads: "Documents needed to complete this order"
Document checklists are configured as part of an SOP (operating procedure). If you don't see a checklist on your order, one hasn't been assigned yet. Ask your Glacis admin if your process requires document tracking.
How documents connect to other records
Documents in Glacis are always connected to their context:
An email attachment links back to the email thread
A document uploaded to an order links to that order
AI-extracted data references the source document
You can trace from a document to its parent record, or from a record to its documents, using the Documents button available on orders, shipments, and email threads.
What's next
Managing Orders — see documents in the context of orders
Managing Emails — how email attachments become documents
Orders — how documents fit into the order lifecycle
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