Deleting and/or canceling a document

The platform allows documents to be canceled or deleted in the event of incorrectly prepared documents or a transport that will no longer be carried out. Only the creator is authorized to delete a document. There are two different methods available: (1) delete and (2) cancel. The timing and impact of both differ...

Deleting documents.

Deleting a document is only permitted in draft status and is only possible via the web application. This is because these documents do not yet have an official document number.

This function is only visible when selecting a document in draft status.

Navigate to the “Drafts” folder on the left-hand side.
Select the “Document” you want to delete with your left mouse button.

Press “Delete.”

Then press “Yes” if you want to delete the selected document.

You don't have to give up a reason of deletion because it's not an official document yet. Deleting a document is irreversible, and it will disappear completely from the portal.

Canceling documents.

Cancellation is possible once the document has been finalized and has been assigned an official number. This can be done before the final signature has been collected from the Treatment Operator/Unloading location.

There are two ways to cancel a document: via the web application by the creator or by the driver in the app, if the creator grants the carrier authorization to do so. Cancelled documents can still be viewed by all connected parties listed on the document.

Cancellation via the web application:

This function is only visible when selecting a document.

Select the “document” you want to delete with your left mouse button.

Press “Cancel.”
Enter a reason for cancellation in the “text field” provided.

Press “OK” to cancel the document.

Cancellation via the App application.

This action can only be performed if the creator of the document has activated this function. It can also only be canceled before the status “loaded” has been reached.

Select a “document” from the list.
Confirm the “Arrival” at the loading location.
Then select “Not executed” if you want to cancel this document.
Enter a “Reason for non-execution” and press “Save and sign.”
Choose one of the desired “Signature” methods. Once this action has been performed, the document will be canceled.