Overview
Document Options Override/Additions
Add any Load, Stop, and Line Item fields to many of the documents. Add any Customer Quote fields to the Customer Quote document only, and Carrier Quote fields to the BOL document only.
The HazMat and NMFC sections of documents may be suppressed (if these fields are not relevant to your loads).
The logo image may be changed or suppressed on a per-document basis.
Adding “flex fields” to documents that appear on the Customer Portal or Email Loop site (such as Customer Invoice and BOL) requires making those fields accessible to the related external security profile.