Get to know the CargoX Platform

To help you get acquainted with the new CargoX Platform user interface, here is a quick overview:

   

1

Menu list

Here you can find your folders, in which your envelopes are currently stored:

• Inbox contains envelopes with documents that are currently in your possession – you own these documents. You can perform actions on all the documents you own.
• Drafts contains all the envelopes you started working on. Whenever you are ready, you can continue working on them.
• Sent contains envelopes that you sent to companies you are connected with, as well as to NAFEZA in case of the Egypt ACI envelope.
• Archive is where you archive envelopes and documents you have finished working on.
• Incoming appears only when you have a pending incoming envelope for which you need to manually confirm acceptance and cover sending costs.
• Returned contains all envelopes and documents that were not delivered to the recipient.

2

Compose

This launches the process of creating a new envelope and allows you to send multiple documents along with a message for the recipient, as well as to transfer ownership of the documents.

3

Envelope list

The central part of the screen lists the envelopes of the folder you are currently working on (the selected folder is marked with blue). Click on the envelope entry to view its details.

4

Envelope

Each entry in the envelope list represents a single envelope. An envelope is something similar to an email message, as it contains a message field and includes documents.

5

Document

The rounded icon in the envelope represents the attached documents in the envelope. Click on the document entry to view its details.

6

Search

Allows you to quickly find any document by entering search terms in the search entry field. You can narrow your search by using tags like Sender, Document type, ACID number, etc. Although most of the documents are unstructured PDFs, the search also tries to find matching keywords in the content of these documents. To achieve the best results use tags and manually entered metadata when uploading new documents.

7

Shortcuts

Here, you can find frequently utilised settings fields.

8

Help

Have a problem or a question? Click the blue Help icon to access the Help page where you will find our Help Center, release notes, support email, and live chat.

9

Account balance

This is the number of units (𝕌) you have available on your account. Click on the number for a detailed summary of your units (𝕌).

10

Notifications

The bell icon will display a red circle with a number of unread notifications. Clicking this opens the notifications listing, where notifications regarding received envelopes, new contacts, blockchain keys, etc., are displayed. Notifications are interactable, and clicking on them gives you access to specific actions!

11

Settings

You can access general settings here. Opening it allows you to edit your personal details, blockchain keys, privacy and security, notifications and preferences, which are available under the personal section. You can also manage company details, company verification, platform users, contacts, delegations as well rules and filters, which are available under the Company section. In the Billing section you can manage all billing-related information, such as creating pro-formas, viewing invoices, tax settings (only EU companies) and access company statistics. Moreover, in the General tab you can view the terms and conditions, finance and insurance and sign out of your CargoX profile.

12

User and company details

Provides a shortcut to your company profile and some other settings. The image shows your initials by default, and once you upload your photo it will show your face or another avatar image.

13

Workspace customization

You can customize the envelope and document view and how the envelopes are sorted in the folder view.