View PDF

I want to view and create customized PDFs of my loads. 

View PDF

1. Go to any of the views in the Loads tab.
2. Click on the checkbox(es) for the loads that you would like a PDF for.
3. Click on View PDF at the top right of the screen.
4. A window will pop up and you will have the option to select Download, Preview or Send to Email. 
   • Download: Downloads the PDF to your computer.
   • Preview: Opens a PDF in a new tab in the browser.
     
   • Send to Email: The email can be sent to yourself or multiple email addresses.
     
   • Note: While waiting for the PDF to be Downloaded or Previewed you can continue to work on the command center and the system will let you know when the PDF is ready. Send to Email will send an email out immediately.
5. The window also allows the user to customize the PDF, with the ability to turn On/Off the following options:
   • Cover Sheet: The overview page showing all the loads and identifying information.
     
   • Image Headers: Includes the Invoice #, Ref #, Origin, Destination, Date, and Type of Ticket.
   • Origin Ticket Images: Images of the origin scale tickets.
   • Destination Ticket Images: Images of the destination scale tickets.
   • Other Images: Images associated with a load (e.g. BOL).
6. Click Generate to generate the invoice. The load will move from the Open loads view to the Submitted view.

PDF Details

The PDFs will be generated in the following format:

The Cover Sheet of the PDF document will be an overview, showing all the loads and identifying information. Loads that are part of the PDF will be listed on this page with an associated Ref #.

The next pages will contain the Origin, Destination and Other images that were attached. If there are multiple loads and images attached, there will be a page for each of these associated loads and images. The images show up in the following order for each load: origin, destination, and other. Note: The Invoice # will be N/A for Schedule or Open Loads.