Sharing Dockets

Emailing Dockets link arrow_upward

1. Expand Operations within the navigation menu, open Transactions page.
2. Once a transaction is entered, click the Email button. This will open the Email tool.
3. Click Send. This will be sent to the recipient listed in the Email field against the Trading Partner in the Locations grid.

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Attachments can be included. See more at attachments.

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By default, we (current user) and our account user will be CC'd. This can be changed under 'General Emailing' in Account Settings.

Sharing Dockets link arrow_upward

1. Expand Operations within the navigation menu, open Transactions page.
2. Once transaction is entered, click the Share Docket button and this will prompt several options to share.

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Similar sharing options will appear and are dependent on our computer setup.

3. Alternatively, click the Copy Docket Link button to directly copy the docket URL link.