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

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:
  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 "Customer"
  4. Add files or drag and drop the files you want to upload.  
  5. Click the "Update" button to upload the customer or shipper's packet documents, like your shipper agreement into your File Cabinet.

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

  1. Go back to the  "Payers" page under the "Customer" tab and find the customer or shipper's profile you want to send the packet to.
  2. Click the customer or shipper's profile to open their profile or click "Add New" to add a new profile. 
  3. Choose the "Email Doc" button.  
  4. This will open a new email with the customer or shipper'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 customer or shipper'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 customer or shipper's profile 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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