1.12.1. Exploring the CargoX PlatformΒΆ

To help you with the first steps, we have designed a series of short challenges (tasks) which will take just 2-3 minutes to complete.

Task 1: Review your profile and complete your personal details. You can add your avatar photo, phone number, and other info like your department, your position, etc. and view your permissions on the platform (Account | My profile)

Task 2: Review your company details, add contact details and a company logo (My company | Company details)

Task 3: Create additional user accounts for your co-workers (Manage | Users). NOTE: Do not worry, you can always remove them.

Task 4: Connect with other companies on the CargoX Platform. This will allow you to exchange documents with them (Manage | Contacts)

Task 5: Create your first Smart envelope and attach a document

These tasks are basic tasks, and you can find all the answers on how to complete them in the CargoX Platform users manual. Take a challenge and try to do it yourself!

We would love to hear about your experience. Let us know via a chat icon in the corner below.