Navix User Guide
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      2. Navix User Guide

      Document Management

      This feature is available to go along with our Pre-Bill features and will eventually replace the Unmatched Documents queue.

      This guide walks you through:

      • 🚀 Benefits of Document Management

      • 🪜 How to use Document Management Step By Step

      • 💡 Best practices

      • 📑 Frequently Asked Questions

      🚀 Benefits of Document Management

      Before the Document Management queue, users could view documents received that didn't create an invoice in the Unmatched Documents queue.  There was little to no functionality in Unmatched Documents and was used purely for visibility.

      With Document Management, you can:
      ✅ Collect and validate PODs, BOLs, lumper receipts, rate confirmations, and other supporting documents at any time

      ✅ Have visibility into unmatched documents

      ✅ Assign those docs to existing Orders and/or Invoices

      🪜 How to use Document Management Step By Step

      Here’s how to use Document Management in Navix:

      1. Go to Documents under Document Management in Navix.

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      2. Use the Filters at the top of the page to view documents that are not matched to an Invoice or an Order (these are the ones that need action)

        Screenshot 2025-10-16 at 1.22.27 PM

      3. Click on the document Submitted Name to view the document

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      4. If you identify an Order or Invoice to Match the document to, click under any other column on that line (not under Submitted Name) to open the matching modal

      5. Type the Name of the Order or Invoice into the ADD RELATIONS section and click the '+' to Match

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        *You can select an Order, Invoice, or Both

        That’s it — now your document is attached to that Order or Invoice and the business rules will run to see if all requirements are met for approval!

      💡 Best Practices

      • Use the filters & search. The volume of documents can be overwhelming at first.  We highly recommend using the filters at the top to look at only things that need action, documents that are unmatched. 

      • Organize your day. We do not suggest starting your day in the documents queue.  We always suggest you start with things that can be approved easily and then moving through other queues.

      📑 Frequently Asked Questions

      Why do I still see the Unmatched Documents Queue and Document Management?

      While we are still transitioning tenants over to the Document Management queue we will keep both queues active.  We do plan to remove Unmatched Documents in the future to avoid confusion.

      Do I have to do this for all the documents?

      If you match 1 document to an Order and/or Invoice, all the documents included in that submission will also be matched to the Order/Invoice.

      How long do the documents stay in this queue?

      The documents only appear in the queue until the Order/Invoice is approved in Navix.

      🙋 Need Help?

      If you’d like help enabling Document Management: