Update Onboard Carrier Packets with New Documents

Access needed: Onboard Carrier enabled on your Load Manager account. It is included with Premium for eligible freight broker or dispatch service accounts.

Use this article when carriers need to complete a new or updated onboarding document, such as a revised carrier agreement, contract amendment, or questionnaire. Packet documents are managed from Settings >> Onboard Carrier Setup. Before you start, confirm the new document is final, and convert it to PDF if the upload does not work in its current format.

Deactivate an Old Signable Document

1. Go to Settings >> Onboard Carrier Setup and open the Contract to be Signed tab.
2. Select the document you want to remove from the active packet.

3. Uncheck Active and select Save.

Add the New Signable Document

1. Go to Settings >> Onboard Carrier Setup, open the Contract to be Signed tab, and select Add New.

2. Upload the new document, enter a clear Name and Description, and select Save.
3. Use the document editor or digitizing option to place the required signature, initials, date, or text fields, and save the fields.
4. Check Active when the document is ready to appear in the onboarding packet, then select Save.

Add a Document the Carrier Must Upload

For a file the carrier uploads (such as a certificate of insurance, W-9, voided check, or operating authority), use Documents to be ATTACHED instead of Contract to be Signed. New Onboard Carrier setups include Upload W-9 and Upload MC Authority Letter as required, editable requests. Existing companies can add them manually if they are not listed.

1. Go to Settings >> Onboard Carrier Setup and open the Documents to be ATTACHED tab.
2. Select Add New and enter a clear description of what the carrier should upload.
3. Mark the item required if the carrier must upload it to complete onboarding.
4. Save the requirement.

Preview the Updated Packet

Before sending, preview the onboarding workflow from Onboarding Settings. Confirm the new document appears, the old inactive document does not, and the required fields are easy for the carrier to understand.

Send the Updated Packet to One Carrier

1. Go to the Carrier tab and open the carrier profile.
2. Use the onboarding action on the profile. If the carrier has not started onboarding, use Onboard Carrier. If the carrier has expired documents, use Request Expired Documents when it appears.
3. If the carrier already completed onboarding, use the menu next to View Carrier Packet to resend the onboarding email or open the onboarding menu.

Re-Onboard Multiple Carriers

Use bulk re-onboarding only when a group of carriers must complete the updated packet, and review the filter or reset options carefully before sending.

Important: A reset or bulk re-onboarding action can change onboarding status for many carriers at once. Use it only after confirming the packet is final and your team is ready for those carriers to complete the updated packet before they are treated as fully onboarded again. Make old documents inactive rather than deleting them, and send a test onboarding link to an internal address before a major packet update.

Troubleshooting

• The file will not upload: Convert it to PDF and try again.
• The document does not appear for carriers: Confirm Active is checked on the document.
• The old document still appears: Open it and confirm Active is unchecked.
• The W-9 or MC Authority Letter request is missing: Add it manually under Documents to be ATTACHED and mark it required.
• Carriers cannot complete the packet: Confirm all required signature, date, and upload fields are included and easy to complete.
• The onboarding email does not send: Confirm the carrier has an email address and the selected onboarding email sender is valid.

Related Articles

• Set Up and Use Onboard Carrier in Load Manager
• How to Use My Carrier Packets in Load Manager