How to email your onboarding packet to your carriers using an email attachment?

How to email your onboarding packet to your carriers using an email attachment?

Here is how to upload a carrier packet and send it to a carrier through email attachment using Load Manager TMS.

Here are the steps:
  1. Click on the "Settings" tab located in the top menu bar.
  2. On the Settings page, click the "File Cabinet" button.
  3. Select the document type as "Carrier"
  4. Add files or drag and drop the files you want to upload.  
  5. Click the "Update" button to upload the carrier's packet documents, like your carrier agreement into your File Cabinet.

Now that you've uploaded the carrier's packet, you can send it to the carrier through email. Here's how:

  1. Go back to the Carriers page and find the carrier you want to send the packet to.
  2. Click the carrier's name to open their profile.
  3. Choose the "Email Doc" button.
  4. This will open a new email with the carrier's packet documents that can be attached shown at the top.
  5. Checkmark the onboarding documents you want to included in the email
  6. Enter the carrier's email address and any additional information you want to include in the email.
  7. Click the "Send" button to send the email with the carrier's packet attached.

That's it! You've successfully uploaded your carrier's packet and sent it to them through email using Load Manager TMS. If you have any additional questions or issues, feel free to reach out to Load Manager TMS support for assistance at support@loadmanager.com


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