Dealing with document packets is now a breeze with integrated document splitting within Helm. Split into separate docs and upload them to CargoWise all at once.
How to split a document
Open the email containing the attachment you want to split
Open Helm from the add-in menu
Click Uploads
Click Split Documents
Select the page(s) you want to split from the document
On the upper-right hand corner and click Split
Rename the document to your company's standards
Click Select Document Type
From the dropdown, select the correct document type
Click Add Document
That single page is now split out as its own file. If you wish to do the same for other pages in the combined document, repeat steps 5–10 for the next document (e.g. the commercial invoice) to split.
11. Once all documents are split, select which file(s) you'd like to upload them to
12. Click Upload Documents
Where do these documents end up?
Uploaded documents can be found in the eDocs folder of the selected CargoWise file(s). Whether uploading a file directly or uploading a split file, this keeps your document upload workflow consistent.