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Bulk Operations Custom Templates

The objective is to enable the download and emailing of custom templates as PDF files directly from the Bulk Operations Tools in the Shipment Search page.

Key Features and Benefits:

Download and Email Custom Templates as PDFs:

  • You can download or directly email any custom template as a PDF file from the Bulk Operations section on the Shipment Search page.
  • Benefit: This feature removes the need to send or create specific documents outside of the TMS, offering a more efficient method for handling and distributing custom shipment documentation.
New Organization Setting for Custom Template Document Types:
  • Description: A new organization-level setting allows administrators to control which custom template document types can be downloaded or emailed.