Share a tradeflow after the partner connection exists. Before sharing tradeflows, verify the partner organization exists in Dockflow and establish a connection. If the partner doesn’t appear in your list, click + Add Partner.
- Open the tradeflow you want to share.
- Use the Partners tab, click + Add Partner, and search and select the partner organization.
- Set View Only or Edit, then save.
The partner then sees only the tradeflows shared with them. View Only shows tradeflow details, tracking updates and documents read-only. Edit also allows updating information, adding notes, uploading documents and modifying custom fields. All documents uploaded to a tradeflow are visible to all partners. Shared flags are visible to all partners involved in the corresponding tradeflow.
Example
A forwarder connects a supplier as a partner, opens one tradeflow, adds the supplier with View Only, and saves. The supplier sees that tradeflow’s details, tracking updates and documents read-only. The supplier does not see the forwarder’s other tradeflows.