You can only exchange documents with the companies you are connected with on the CargoX Platform. In the Contacts (Manage | Contacts) section, you can see the details of those companies you are connected with. Here you can start the connection process by sending invites to connect, and you can manage your received invitations.
Before sending an invitation, make sure you have your company profile filled in with all of your company’s information. This way the receiving party will receive more information about your company and it will make it easier for them to verify your authenticity and accept your request.
We also strongly suggest that you first talk to your contact in the company you want to connect with on the CargoX Platform. Inform them in advance that you will invite them to the CargoX Platform. Maybe they are already on the CargoX Platform and if they give you the email of their CargoX account this will speed up the process.
Step-by-step guide to send an invitation to another company:
Start the invitation process
Open Contacts and click the green Invite new contact button.
Send an invitation to connect
Enter the email address of your contact at another company.
To prevent double registrations, invite only one contact per company.
- Optionally enter an invitation message that will be sent with the invitation email along with your contact details.
- Click on the green Send invitation button.
You can see your sent invitations in the Contacts section, by clicking on the Sent invitations tab. If the invitation is still pending after several days, get in touch with your contact at the company you wish to connect to and kindly remind them to respond.
When the invitee accepts the sent invitation, both companies see the other company in their contacts list – along with all contact details and other information.
Due to security and privacy reasons, CargoX does not provide a global list of companies that use the CargoX Platform. Instead, you are building your own ecosystem, your own verified chain of trust. It is completely up to you to connect with others, as you and you alone know your customers and your business partners. This gives invitees 100% control over who they connect and transact with on the CargoX Platform. Since companies remain in absolute control over all their connections (and can remove them at any moment
), they are completely protected against the risk of trusting a 3rd party over a KYC or other ID verification process.