Helm Documentation
In-depth guides and other resources to get the most from the Outlook Companion.
By Jessica and 2 others3 authors20 articles
Getting Started
Initial guides to help you get the most out of Helm
Managing Your User Account
Setting up your Helm account to meet your needs
Document Management
Managing email attachments with Helm
- Automatic Document CategorizationHelm automatically suggests the document type for files you attach to a shipment, consolidation, declaration, and other files so you spend less time opening every attachment and picking types by…
- Document ManagementUpload documents directly to CargoWise from your inbox
- Splitting Combined DocumentsHow to split an attachment into separate documents for upload
- Creating ISFs in 1-ClickReviewing and Creating an ISF from a Flagged Email
- Helm Checks File Data
- Downloading DocumentsPull a document straight into your reply- no trip to CargoWise required.
Guides
A few documents that show you how to apply and use the Companion in your day to day. This product was formerly known as Clockwork, and you may still see that name in a few places while we finish updating everything.
- Creating a New Shipment, ISF, or Declaration from an EmailLearn when and how to start a new Shipment, ISF, or Declaration file directly from an email in Helm.
- Updating and Maintaining Shipments Over TimeHow to keep a file current in Helm as a shipment moves through booking, transit, arrival, and delivery.
- Using Carrier Tracking LinksHow to use the carrier tracking links Helm surfaces alongside shipment reference numbers.
- Shipment Matching and Search
- Using the Actions Button in Helm