Add a PDF Attachment to a Rate Confirmation or Dispatch Report

Before You Use This Article

• Access needed: Freight broker setup in Load Manager, or the broker side of a company that also runs trucks.
• Best starting path: Start from Freight Brokers.
• If this is not your setup: If you run trucks and need driver, equipment, or driver settlement workflows, use Carriers, Owner-Operators, and Trucking Companies. If you dispatch for carrier customers, use Dispatch Services.

Use this article when you want Load Manager to add a standard PDF as the last page of the carrier-facing load document. companies that broker freight accounts usually call this document a Rate Confirmation. companies that dispatch for carriers accounts may use a Dispatch Report instead.

When to Use This

A standard PDF attachment is useful when every carrier-facing document should include the same extra page, such as company instructions, a policy page, a payment notice, or a reusable flyer.

Before You Start

• Use a PDF file. Other file types should be converted to PDF before upload.
• Confirm the PDF is the final version before attaching it to the document settings.
• Only add pages that should go out with carrier-facing documents for the affected workflow.

Add the PDF in Configuration Options

1. Go to Settings >> Configuration Options.
2. Open the Dispatch Settings or carrier document settings area.
3. Find the setting used to upload or attach the PDF for the carrier-facing document.
4. Choose the PDF file from your computer.
5. Save the configuration.

Test the Result

1. Open a saved load.
2. Click Rate Con, Dispatch Report, or the carrier-facing document button used by your TMS type.
3. Review the generated PDF.
4. Confirm the uploaded PDF appears as the last page.
5. If the document is correct, send or print it using your normal workflow.

Important TMS Difference

• companies that broker freight: The carrier-facing report is typically the Rate Confirmation.
• companies that dispatch for carriers: The carrier-facing report is typically the Dispatch Report, not a Rate Confirmation.
• companies that run trucks: This article may not apply if your account uses driver dispatch reports instead of outside carrier confirmations.

Troubleshooting

• The page does not appear: Confirm the file was saved in Configuration Options and that it is a PDF.
• The wrong document is being tested: Open the carrier-facing report from a saved load and confirm whether your account uses Rate Confirmation or Dispatch Report wording.
• The PDF appears outdated: Re-upload the newest PDF and save the configuration again.
• The file is too large: Compress the PDF before uploading.

Related Articles

• Rate Confirmation Layout and Features
• Load Screen Overview
• How to Dispatch a Load: Beginner Workflow