No more digging through email threads for that SOP, tariff reference sheet, or signed contract. The Resource Center is a new page in Logixboard where you and your customer can upload, organize, and share important business documents- all in one centralized, searchable place.
Instead of forwarding files back and forth or hunting through old email chains, documents now live directly in your Logixboard portal, where the right people can find them whenever they need them.
Documents that belong in the Resource Center
The Resource Center is organized into four categories, so documents are easy to file and even easier to find:
Legal & Compliance
Powers of attorney
Compliance certifications
Related documentation
Standard Operating Procedures
Internal SOPs
How-to guides for working together
Trade & Tariff Reference
HS code lists
Tariff references
And other trade documentation
Contracts & Commercial
Pricing agreements
Contracts
And commercial documents
How to upload a document
Navigate to the Resource Center page.
Click the Upload Document button.
Drag and drop your file, or click Browse to select it from your computer.
Choose a Category for the document (Legal & Compliance, Standard Operating Procedures, Trade & Tariff Reference, or Contracts & Commercial).
Set the Visibility for who can see the document:
Internal (default) — Only visible within your own organization. If you have access to multiple organizations, you'll be asked to choose which one you're uploading to.
Specific Organization (available to freight forwarders) — Search for and select a specific customer organization that should have access.
All Organizations — Visible to everyone across the platform.
Click Next to review a confirmation screen showing the file name, category, and who will have access.
Click Confirm and Upload. Your document now appears in the Resource Center under its assigned category.
That confirmation step is there for your protection — it's your last check to make sure a document isn't shared more widely (or narrowly) than you intended.
Finding a document
Have a lot of documents on file? Use the search bar to filter by document name — handy if you're looking for a specific pricing contract or file you recall by name.
You can also filter by category to narrow things down further, or combine filters (for example, Legal & Compliance documents visible to all organizations) to zero in on exactly what you need.
What you'll see for each document
Every document in the Resource Center displays:
Document name
Category
Visibility
Upload date
Uploaded by
From here, you can:
Download the document at any time
Update visibility by clicking the pencil icon, if permissions need to change
Delete the document (available to Tenant Admins and the original uploader)
Deleting a document
Click the delete icon and confirm in the pop-up window. This extra confirmation step helps prevent documents from being deleted by accident.
Note: If a document is shared with multiple organizations and you delete it, you'll be prompted to choose whether to remove access for just one organization or delete the document entirely for everyone it's shared with.