How to download documents from within a load

Modified on Tue, 27 May at 4:45 PM

This article explains how to download various load-related documents— such as quotes, rate confirmations, PODs, and BOLs, directly from within the load.


Steps to Download Load Documents

  1. Create or Open a Load

    • Navigate to the Load Info tab of the desired load.

  2. Click the Printer Icon 

    • Located in the upper-right corner of the screen.
       

  3. Choose Your Document

    • A pop-up will display several download options:

      • Invoice

      • POD (Proof of Delivery)

      • In/Out Gate Receipt

      • Bundle (includes all key docs)

      • BOL (Bill of Lading)

      • Rate Con (Rate Confirmation)

  4. Download and Save

    • Click the document type you want.

    • It will download as a PDF, allowing users to save, email, or print.


Reminder: The information displayed on downloaded documents (such as the BOL, Rate Confirmation, Invoice, etc.) is pulled directly from the Load Info tab.
Before downloading any documents, please ensure that all relevant fields are filled out accurately—including:

  • Pickup and delivery addresses

  • Reference numbers

  • Equipment details

  • Appointment times

Accurate data entry ensures that all generated documents reflect the correct and complete information.



Pro Tip - Use the Bundle option to download multiple documents at once—perfect for customer billing or internal record-keeping


 

Looking to bulk print multiple loads? See our Knowledge Base article for step-by-step instructions from the Dispatcher view.


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