How to email your onboarding packet to carriers

How to email your onboarding packet to carriers

You can upload carrier onboarding documents to Load Manager and send them directly to a carrier via email. This is useful for distributing carrier agreements, insurance requirements, and other standard onboarding materials.

Note: Load Manager also includes an optional carrier onboarding portal that can automate parts of this process. For details, see Carrier Onboarding: Full Setup Guide.

Step 1 — Upload Your Documents to the File Cabinet

  1. Go to the Settings tab.
  2. Click File Cabinet.
  3. Set the document type to Carrier.
  4. Add your files by clicking Add Files or dragging and dropping them into the upload area.
  5. Click Update to save the uploaded documents.

Step 2 — Send the Packet to a Carrier

  1. Go to the Carriers tab and open the carrier's profile.
  2. Click the Email Doc button.
  3. Check the documents you want to include in the email.
  4. Enter the carrier's email address and any additional message.
  5. Click Send.

Need help? Contact Load Manager Support at support@loadmanager.com.

Related Articles

    • Related Articles

    • How to Update Onboard Carrier Packets with New Documents

      Do you have a new document that needs to be filled out by all your carriers? Load Manager makes it easy. Whether it's a new contract, an amendment, or an updated survey, you can easily manage it through your TMS with Onboard Carrier. Delete Old ...

    • How to email your onboarding packet to your shipper or customer using an email attachment?

      Here is how to upload a shipper or customer packet and send it to a shipper through email attachment using Load Manager TMS. Here are the steps: Click on the "Settings" tab located in the top menu bar. On the Settings page, click the "File Cabinet" ...

    • How to Use My Carrier Packets in Load Manager

      Load Manager integrates with My Carrier Packets to streamline carrier onboarding. Once connected, you can initiate and review carrier onboarding directly from within Load Manager. Note: My Carrier Packets integration is an optional add-on feature. ...

    • How to Set Up and Use Onboard Carrier in Load Manager

      Getting your carriers onboarded is simple once your setup is in place. Here's everything you need to know to configure your onboarding package and start inviting carriers. Step 1: Access Onboard Carrier Setup Navigate to Settings and select Onboard ...

    • How do I delete Carriers?

      How do I delete a carrier or make it inactive? If you delete a carrier, their data is gone for ever, you have no record that you had considered them, and their record cannot be retrieve. This can be problematic if you are seeking to delete a carrier ...