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 Platform at https://cargox.digital, the view defaults to your Inbox folder, where all the envelopes and documents in your possession are shown.
Each line in the central part of the screen represents one envelope with the following details:
1Name of the envelope sender
It tells you from whom you've received the envelope.
2Sender’s company logo
Logo is visible if the company has set it.
3Attached documents
Presented by document type and the document ID.
4Message from the sender
In case of a longer message only the first part is visible.
5Tags
Presented if the sender has set them.
6Timestamp
Indicates when the envelope was received.
By clicking on the envelope, a pop-up with more details about the envelope will appear:
7Document preview
The preview of the uploaded document.
8Uploaded by
It tells you who is the issuer of the document.
9Current owner
It tells you who is the current owner of the document (not always presented).
10Release agent
It tells you who is the release agent of the document (not always presented).
11Document action buttons
Depend on the document type and your role with this document, you can see the following buttons:
Download allows you to download the current document.
Audit log a record of everything that has happened with a document
Destroy displayed to you if you are an issuer of this document and the document was returned to you.
Release cargo displayed to you if you are a designated release agent for this document.
12Envelope action buttons
At the bottom of the page, you see action buttons related to the envelope. These depend on your role and state of the envelope. There can be the following buttons displayed to you:
Seal
Transfer
Delete draft
Forward
Return to sender
Archive
Download all documents
Close the envelope