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    Home / Tradeshift Documentation / Tradeshift Basics / Key Functionalities / Dashboard

    Dashboard Create Document widget

    1659 1 Created on 2019-11-29 14:24:34; Last updated on 2022-07-01 13:01:11

    The Create document widget makes it easy to create documents from scratch or import them from other systems. It contains the following four elements:




    • The Create document header: Click this to open the Create Documents app, from where a number of documents can be created in the Tradeshift UI.
    • Invoice: Click this to open the Create Invoice app, which allows you to create a Tradeshift invoice directly in the UI.
    • Other document type: Click this to open the Create document side panel in Dashboard with the following options:
    • Quote: Click to open the Create Quote app.
    • Credit Note: Click to open the Create Credit Note app.
    • Purchase Order: Click to open the Create Purchase Order app.
    • Prepayment Invoice: Click to open the Create Prepayment Invoice app.
    • Pro Forma Invoice: Click to open the Create Pro Forma Invoice app.
    • All of the above apps make it easy to create the respective documents in the Tradeshift UI.
    • Upload document: Click this to open the Documents Uploader app, which enables you to upload previously sent documents from other systems to Tradeshift.


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