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 Docket button.
3. Click Yes to send the email without previewing.

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This will email the recipient listed in the Email field against the Trading Partner in the Locations grid.

Previewing Emailed Dockets link arrow_upward

1. Click the Email Docket button.
2. Click No to preview the email message, add text, and edit recipients. Click Send.

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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.