How to use the Document Uploader
For Mass Document Uploader, please refer to: Mass Document Uploader
- 3PL University – Videos [129]
- Operations [42]
- Accounting [41]
- Tariff [18]
- More [24]
- 3PL University – User Guides [71]
- Carriers [11]
- 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]
- Accounting [6]
- Tariff [7]
- Documents [1]
- Tools [2]
- Admin Tools [3]
- Integrations [6]
- QuickBooks [3]
- Industry Knowledge [4]
- Webinars [2]
- Other [2]
- FAQ [2]