Freight Document Management System

Problem Brief

A freight/logistics document management system auto-groups logistics documents into Sets, but errors in labelling, ordering, and grouping by the AI is common. Users need a scalable screen to quickly view and navigate Sets, documents, and pages; relabel items inline or in bulk; rearrange or regroup pages and documents via drag-and-drop; and merge, split, move, or delete content at both document and Set levels. The design must minimize clicks with quick actions.

Solution Overview

The nested sidebar panel organizes Sets → Documents in a clear tree structure. This allows users to move entire documents between Sets instantly, or pages across docs from different sets.

Column View (Kanban-like): Documents are grouped by type (Invoice, Bill of Lading, etc.), making it easy to visually scan across categories. Optimized for low-mid volume

List View (Expanded): Optimized for scale; large numbers of pages can be navigated in within each document for rapid reordering without scrolling.

Action-Oriented Drag & Drop Canvas: A persistent sidebar contains drop zones for actions like 'Merge', 'Create', and 'Delete'. The drag & drop works for both individual as well as group selections, hence why the checkboxes.