You can only exchange documents with the companies you are connected with on the CargoX Platform.
In the Contacts section, you can see the details of companies you are connected with. Here you can start the connection process by sending invites to connect, and you can manage received invitations.
Know your customer!
Due to security and privacy reasons, CargoX does not provide a global list of companies that are using the CargoX Platform.
Instead, you are building your own ecosystem, your own verified chain of trust. The concept of a verified chain of trust is used also by LinkedIn and other large social networks.
It is completely up to you to connect with others, as you and you alone know your customers and your business partners.
The connection process is simple - you only need to provide the email address of your contact at the company you want to connect with. Invited person will receive an email from the CargoX Platform, along with all the information about who wants to connect with them (your and your company's information).
This gives invitees 100% control over who they connect and transact with on the CargoX Platform. Since companies remain in complete control over all their connections (and can remove them at any moment), they are completely protected against the risk of trusting a 3rd party over a KYC or other ID verification process.
When the invitee accepts the sent invitation, both companies see the other company in their contacts list - along with all contact details and other information.
NOTE: When you receive an invitation to connect MAKE SURE THAT YOU KNOW THIS PERSON AND DOUBLE CHECK THE DETAILS OF THE COMPANY. FAILING TO CHECK MIGHT RESULT IN SENDING DOCUMENTS TO A WRONG COMPANY.
NOTE: Any side can remove a connection with any particular company at any time.
How to connect
There are two ways how you can connect with a Company.
- Send an invite to them. All you need is the email address of your contact there.
- Accept the received invitation, if they have sent an invitation to connect first.
Benefit 1: Always up-to-date contacts
Building your own community of companies around you can give you a competitive edge.
Once two companies are connected on the CargoX Platform, they both see contact details of each other.
NOTE: As a side benefit - because everyone is responsible for maintaining only their own data (through their Company profile), you do not have to maintain hundreds of addresses, phone numbers, contact persons, and other information for all the companies you work with. You will see the latest relevant data anytime they update their profile.
Benefit 2: Private notes
You can even add private notes for each company. These can be instructions for your colleagues on how to handle a particular company, who your contact person is etc. Only users from your company see the note.