The Email Load function can be used to send basic email documents to customers and carriers.
Click on the at the end of the load row and then click on the
Email Load option.
Select from the list of available document types:
Type an email address into the To field (this is a free-text entry field and is not tied to any carrier or customer contacts. Add notes if needed, and tick the box to send a copy to yourself if desired. The email preview can also be viewed by clicking .Once complete, click Send to email the document.
Comments
0 comments
Please sign in to leave a comment.