Email a Customer or Shipper Packet as an Attachment
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
- Go to Settings.
- Select File Cabinet.
- Set the document type to Customer.
- Add files or drag and drop the documents you want to upload.
- Click Update to save the documents in the File Cabinet.
Load Manager screen example
Customer-specific company names, contacts, addresses, account numbers, and phone/email details are omitted from this public help article.
Customer-specific company names, contacts, addresses, account numbers, and phone/email details are omitted from this public help article.
Open the Customer or Shipper Profile
- Go to the Customer tab.
- Open the customer, payer, or shipper profile you want to email.
- If the profile does not exist yet, click Add New and create it first.
Load Manager screen example
Customer-specific company names, contacts, addresses, account numbers, and phone/email details are omitted from this public help article.
Customer-specific company names, contacts, addresses, account numbers, and phone/email details are omitted from this public help article.
Open Email Doc
From the customer or shipper profile, click Email Doc.
Select the Documents and Send
- Select the customer or shipper packet documents you want to attach.
- Enter the recipient email address.
- Add any message text or additional details needed for the customer.
- 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.
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