3PL University – Videos [129] Operations [42] Dashboard [4] Dashboard General Overview Dashboard Tile Overview [1] Dispatching – Booked Covered Tile Source Capacity Dashboard Customers [15] Creating a Customer Customer List Customer Profile [6] Customer Profile – Overview Customer Contacts List Adding a Customer Contact Customer Address Book How to Add a Third-Party Payer Custom Carrier Compliance Events Master Accounts [2] Master Accounts Address Book/Contacts/Products Customer Portal [2] Customer Portal Dashboard Entering and Quoting a Load in Customer Portal Carriers [4] How to Add a TL Carrier Carrier Contact Functions Carrier Portal Add/Update Carrier Insurance Staff [2] Create Staff Office Locations Load/Shipment [12] How to Create a Load Shipment Profile Lifecycle Customer Rate Quotes – Electronic Signatures Load Profile [8] Commodity Field Adding Additional Carriers How to Change or remove a Carrier from a Load Source Capacity (Volume Quotes) [2] Overview Sending Volume Rate Request Dispatching – Manual and E-Mail Dispatch Priority Shipments (Hot/Trace) Accounting [41] Shipment [4] Modify Pricing Changing Carriers Multiple Carrier Bills How to add a Third-Party Payer How to Create an Invoice Accounts Receivable [1] AR Aging Detail Accounts Payable [1] AP Invoicing Customer Profile [5] Invoice Preferences [1] Late Fees Customer Statement [2] Overview Scheduling Invoices/Statements Invoice Printing [3] Overview Print History Reset Printing Queue Office Locations HyperionTMS – Accounting Updates (June 2022) [11] AR & AP – Invoicing [4] AR & AP Invoicing AR – Invoice Revision – Increase AR – Revision – Credit Memo AP – Revision – Accrual Based Check History – Void Checks Commissions – Revisions Invoice Preferences Updated Staff Permissions Carrier Sales Webinar Meeting – Recording 6/12/2022 Internal Accounting [2] Pay Bills Pay Invoices QuickBooks [4] QuickBooks Desktop [2] Sync Tool Configuration Customer Recon Tool QuickBooks Online Tariff [18] Tariff Creation [12] API Tariff [5] API Tariff Overview Create a Global API Tariff Create a Customer API Tariff Add Service Lane Markup (API) Adding Carriers to API Tariff – Customer Specific Custom Tariff [4] Custom Tariff Overview Creating a Custom Carrier Tariff Creating a Custom Customer Tariff Creating a Custom Markup Tariff Editing a Service Lane Tariff List Accessorials Regions Fuel Schedule & Schedule List Pricing Programs More [24] Advanced Search Carrier Sales Custom Reference Fields [4] Global Custom Reference Fields Customer Custom Reference Fields Where to Find Custom Reference Fields How to report Custom Reference Fields Custom Text [1] Overview Documents [2] Document Uploader Global Documents Integrations [2] Carrier Integrations Other Integrations Report Builder [3] Report Builder Report Builder – Shipment Report Report Builder – Customer Report Ship Mind System Alerts OnTime Report Admin [1] Min and Max Margins 3PL University – User Guides [71] Carriers [11] Carrier Groups Carrier List [2] Add Bill-To Address for third-party integrations Carrier Portal Carrier Profile [2] Create a Carrier Profile How to Add/Update Carrier Insurance Add multiple carriers/vendors to multi stop load Rate Con vs Dispatch Sheet Carrier Compliance setup Adding a Secondary Vendor to a load Customers [12] Adding Accounting Contacts Adding Contacts to a Customer Profile Customer Log In Access Levels Customer Relationship Management (CRM) Hours of Operations How to add a third-party payer Indicate Primary Sales Rep Sending a Customer Statement and Open Invoices Sending and Scheduling Customer Statements Master and Sub-Accounts Create a Customer Profile Changing a Customer on a load. Staff [10] Assigned To function Add an Office Location Label Staff Access Levels – UPDATED [6] Admin Manager Accounting Operations Customer Sales Carrier Sales Creating a Staff Member Accounting [6] Adding Canada Tax Configurations Claim Log Consolidated Invoicing Adding carrier SCAC to Customer Invoices with PRO Number Electronic Signatures Billing & View function Tariff [7] Add Service Lane Markup to API Tariff Add/Create Customer API tariff Creating Accessorials How to create a Pricing Program Priority & Contracted Lane Indicators on Service Lanes Region Lists Add Bill-To information for a Customer Specific Account: API Customer Tariff Documents [1] Mass Document Uploader Tools [2] Creating a Carrier Report via Report Builder Non-Compliance Feature (Events, Root Causes, QN notes) Admin Tools [3] Changing Document Addresses Staff Groups Add Equipment Types to system Integrations [6] Triumph Pay Audit (formally Hubtran) Authorize.Net SMC3 Volume Integration project44 / p44 Tracking Macropoint Tracking Other Integrations QuickBooks [3] Desktop Sync Tool Configuration Re-Authorize Sync Application in QuickBooks Desktop Office GL Code setup – QuickBooks Desktop Industry Knowledge [4] EDI Freight Classes Package Types Accessorials Webinars [2] Cargo Chief Digital Freight Matching and BrokerWare Digital Freight Matching Other [2] User Group Meeting (2022) BrokerWare v2 Themes (as of January 2023) FAQ [2] How do I submit a change or enhancement request? How do I get live Support? Home / Documentation / 3PL University – Videos / More / Documents Document Uploader How to use the Document Uploader For Mass Document Uploader, please refer to: Mass Document Uploader Doc navigation Global Documents > Was this page helpful? Yes No