New templates
Until now, templates covered settlements, rate confirmations and watermarks. Now you can also create templates for:
- Invoices
- Bills of lading
- Dispatch sheets
- Carrier pay sheets
- Recurring transaction statements
- Pay plans
A refreshed page
We also refreshed Settings › Document Templates. Every document type sits in one menu on the left, with the number of templates next to it and a New label on the newest types.
Set up a template
- Open Settings › Document Templates.
- Click New template and choose the document type.
- Name the template, choose a design and turn on what the document should show.
- Click Create template.
An invoice template on a full page, with the live preview on the right.
The template opens on a full page: your settings on the left, the PDF preview on the right. The preview updates a moment after each change. Open shows the PDF in a new tab, and Download saves it.
Rate confirmations and settlements
A carrier rate confirmation template, with its settings grouped in tabs.
Carrier rate confirmations keep their templates, terms, email and copies on one page. Driver, vendor and company settlement templates open in the same editor, with a preview of the design you choose.
Who changed a template
Each template card shows who created the template and who changed it last.
