Aljaz

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Activity overview

Latest activity by Aljaz
  • Aljaz created an article,

    Adding new users

    You can easily create accounts for your co-workers under your Company account on the CargoX Platform. Each company can have unlimited user accounts. To track users and hold them responsible for the...

  • Aljaz created an article,

    How to set up your user account

    If you want to become a user under a company account that is already registered on the CargoX Platform, then your co-worker that is already using the CargoX Platform must create a new CargoX Platfo...

  • Aljaz created an article,

    API integration

    To automate steps and prevent repetitive work we would like to invite you to explore options of integrating the CargoX Platform via our API. Integrating it with your backend/ERP system will drastic...

  • Aljaz created an article,

    Private notes for your contacts

    If you click on the Contacts section, you can see all the companies you are connected with and their details. If you click on the particular company, you can add a private note for this company. Th...

  • Aljaz created an article,

    Rules and filters

    The Rules and Filters section allows you to prepare a scenario for how the platform behaves when something specific happens. This is especially useful in situations where your company exchanges lot...

  • Aljaz created an article,

    Tags

    When editing a document, you can add tags next to the document by clicking in the Tag name field and start writing. You can do the same in the Content / Description field. More tags can be added by...

  • Aljaz created an article,

    Search

    To search your CargoX Platform account for documents, choose the folder you want to look in and then click on the search field.   You can start by entering search keywords. The search will find all...

  • Aljaz created an article,

    Notifications

    Every time something important happens with your CargoX account, the notification icon will light up and display a brief description. This happens when: you receive a document a business partner s...

  • Aljaz created an article,

    Audit log

    The Audit log action button is displayed under each document in the envelope. Also, when you click and open a specific document in the envelope, the Audit log is automatically displayed.      Th...

  • Aljaz created an article,

    Envelope and document details

    You will receive an automated email notification every time you receive a new envelope into your CargoX account (you can change this setting with rules and filters). Once you sign in to the CargoX ...