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.
By Product and 1 other2 authors11 articles
- Helm FAQGet help with your Companion. Here are the most common questions we see.
- Quickstart Guide for OperatorsLearn how to open the Companion in Outlook, connect your account, and finish user configuration.
- Opening Helm CompanionGet help opening the Helm Companion and pinning it for easy access within Outlook.
- 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
- Staff Reference AssignmentThis guide talks about how Staff Assignment works between the Companion and TMS.
- Document Upload (eDocs)Get help uploading documents to files.
- Automatic Document CategorizationHelm can automatically suggest the document type for files you attach to a shipment, consolidation, declaration, or other workflow—so you spend less time opening every attachment and picking types by…
- Helm Support and FeedbackHelp center wasn't enough? Find out how to get support with your Companion or submit product feedback.