Email a Customer or Shipper Packet as an Attachment

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 connecting or troubleshooting an email account used to send Load Manager documents, updates, invoices, or dispatch paperwork.
• Use a different article when: you are changing a login password instead of email sending settings; use Reset or Change a User Login Password. If you are choosing a full setup path, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Use this workflow when you need to upload a customer or shipper packet to Load Manager and send it by email as an attachment. This can be used for documents such as shipper agreements, customer packets, or other customer-facing forms your team sends during onboarding.

Before you start: You need permission to manage email settings for your user or company.

Upload the Packet to the File Cabinet

1. Go to Settings.
2. Select File Cabinet.
3. Set the document type to Customer.
4. Add files or drag and drop the documents you want to upload.
5. Click Update to save the documents in the File Cabinet.

Open the Customer or Shipper Profile

1. Go to the Customer tab.
2. Open the customer, payer, or shipper profile you want to email.
3. If the profile does not exist yet, click Add New and create it first.

Open Email Doc

From the customer or shipper profile, click Email Doc.

Select the Documents and Send

1. Select the customer or shipper packet documents you want to attach.
2. Enter the recipient email address.
3. Add any message text or additional details needed for the customer.
4. Click Send.

If You Do Not See the Packet

• Confirm the file was uploaded to the File Cabinet.
• Confirm the document type was set to Customer.
• Confirm you are using the correct customer or shipper profile.
• Confirm your user profile has email settings configured if your account sends mail through Load Manager.

Related Articles

• Customer Profile: Setup, Billing, and EDI Options
• Customer Information Page Overview: Stops
• Set Up Microsoft 365 or Outlook Email in Load Manager