Introduction
Contact tasks often trigger automated document sends — such as sending an invoice with a POD or CMR attached. When working with Contact tasks, visibility of which document types that will be attached to the email are shown directly in the task row, before the task is executed.
Enhanced visibility allows users to quickly verify what will be sent without having to open each individual document.
Visual indicator (*) showing if the document is required or not
Terminology
Term | Description |
Contact Task | A task that sends a communication (email, EDI, etc.) to a configured contact |
Document Type | A category of document in Qargo (e.g. CMR, Invoice, POD, Trip Sheet) |
Attached documents | Documents configured to be sent alongside the email in the task settings |
Required (*) | The document type is flagged as required in the task configuration |
Before You Start
To see document types on a Contact task, the task must have Attached documents configured in its workflow settings. If no documents are configured, nothing will appear in the task row.
Navigate to CONFIGURATION>Tasks
Open the Contact task from the relevant workflow (eg: Invoices>Send invoice)
Under 'Configuration' select the documents that should be included with the email.
Under Conditions > Required documents, mark any that must be present before the task can be executed.
From the 'Documents' panel, select from the drop down the documents that should be sent with the email
Under Conditions → Required documents, mark any that must be present before the task can be executed.
See TASKS - Add Workflow Tasks for more on setting up Contact tasks.
What You'll See
On any detail page where a pending Contact task is shown (such as an order, invoice, or customer page), the task row displays an Attachments label followed by the configured document types:
Document types without a marker — will be included in the email if the document is available.
Document types marked with (*) — are flagged as required in the task configuration. These should be present before the task is executed.
How to View Document Types on a Contact Task
Open an entity where the Contact task applies — for example, an active order or an invoice in the correct workflow stage.
In the Order documents and tasks section (or equivalent on the entity), locate the pending Contact task.
Read the Attachments label directly on the task row — the document types are shown inline, with (*) marking any that are required.
Example: The Send invoice task configured with POD/CMR as an attached and required document will show Attachments: POD/CMR (*) directly in the task row — confirming that POD/CMR will be sent alongside the invoice and is required before sending.