Overview
Document Options Maintenance
Access Document Options from the TMS Admin → Document Options link.
The list of Document Options and Document Options Selection Criterion records are presented:
In this screenshot there are two Document Options records and one criterion for selecting the non-global default record.
This criterion indicates that the “Truckload Options” record should be used IF:
The Mode is “Truckload” AND the User Division is “Tractor.”
If this criterion evaluates to “false,” the global Document Options record is used to tailor documents and emails.
Warning:
Have exactly one Document Options record with Global Defaults set to "true" (checked).
Enter relevant values for all the fields on (at least) the global Document Options record.
Selecting a Document Options record from the list allows the user to edit the record details.