Overview
Document Options
Document Options represent a group of logos, email templates, instructional text, terms and conditions, and footer text specific to a division, mode, or user. The following major process documents are tailored based on the selected Document Options record:
“Email Loop” Process with Customers and Carriers
Online Carrier Application
Customer Quote Confirmation Email and .PDF Document
Carrier RFQ Email and .PDF Document
Carrier Rate and Load Confirmation Email and .PDF Document
Bill of Lading Email and .PDF Document
Driver Load Confirmation Email and PDF Document
Customer Invoice Email and .PDF Document
Customer Invoice Batch Email and .PDF Document
Shipping Label format
Document Options Selection Criteria records designate when to use which Document Options record. These criteria are based on:
Mode
(Any) User Field
Common TMS customer scenarios include:
One global Document Options record that serves for the entire company.
Division/Office-specific logos and legal text requiring distinct Document Options records.
Mode-specific logos and legal text for different groups (LTL versus Truckload) within a brokerage.