Email Carrier Onboarding Documents from Load Manager

Before You Use This Article

• Access needed: Permission to connect or manage email settings for your Load Manager user or company.
• Use this article when: you are a freight broker or dispatch service working with outside carriers, carrier packets, safety checks, or carrier contacts. Full company paths: Freight Brokers or Dispatch Services.
• Use a different article when: you run a trucking-only company and need company driver, equipment, or dispatch-report workflows; use Dispatch Report Overview for Carriers and Trucking Companies.

Use this workflow when your company stores standard carrier documents in Load Manager and wants to email those documents to a carrier as attachments. This is commonly used for carrier agreements, insurance requirements, setup packets, W-9 requests, and other onboarding documents.

Before you start: You need permission to manage email settings for your user or company. Applies to Freight Broker and Dispatch Service accounts.

This article is for accounts that use the Carriers tab. Carrier or trucking company accounts use driver records instead of carrier records, so their driver document process may be different.

Before You Start

• The carrier should already have a carrier profile in Load Manager.
• The carrier profile should include a valid email address.
• Your user profile should have working email settings.
• The documents should be saved in the File Cabinet with the Carrier document type.

Upload the Documents to the File Cabinet

1. Go to Settings.
2. Open the File Cabinet.
3. Set the document type to Carrier.
4. Add the files you want to make available for carrier emails.
5. Select Update or Save to store the files.

Email the Documents to a Carrier

1. Go to the Carriers tab.
2. Open the carrier profile.
3. Select Email Doc.
4. Check the documents you want to attach to the email.
5. Review the To, From, Subject, and Message fields.
6. Edit the message if needed.
7. Select Send.

What Appears in the Email Window

The Email Doc window lists the carrier documents from the File Cabinet. You can select one or more documents before sending.

• To: The carrier email address from the carrier profile, when one is saved.
• From: The logged-in user's email address.
• Subject: The default carrier document email subject from your company setup.
• Message: The default carrier document email message from your company setup.
• Documents: The selected File Cabinet documents that will be attached to the email.

If the subject or message needs to change for only this email, edit it before selecting Send. If your company wants to change the default subject or message for future carrier document emails, update the carrier email document defaults in setup.

When to Use a Different Onboarding Workflow

• Use this article when you only need to email documents as attachments.
• Use the built-in carrier onboarding workflow when you need carriers to complete documents, upload required files, or submit onboarding information through an onboarding link.
• Use the My Carrier Packets workflow if your account is connected to My Carrier Packets and you want to send or review onboarding through that integration.

Troubleshooting

• No documents appear: Confirm the files were uploaded to the File Cabinet with the Carrier document type.
• The carrier email does not populate: Confirm the carrier profile has an email address.
• The email does not send: Confirm the sending user's email settings are complete and verified.
• An attachment is missing: Reopen Email Doc and confirm the correct document checkbox is selected.
• The email needs to go to more than one person: Add the additional recipient to the email window before sending.

Related Articles

• How to Use My Carrier Packets in Load Manager
• Onboard a Carrier with Load Manager
• Send an Email to Multiple Recipients
• Set Up Gmail in Load Manager