Steps to create Custom Document List

Modified on Tue, 17 Dec, 2019 at 10:13 AM



To create your own preferred Custom document list for shipment follow the below steps.

1. Go to Settings, Under Lists & Dropdowns -->Click Document list

2. Now Click on the "+Add" button:

 

3. The below window will pop-up, from here you can select all types of documents required for your shipment. 

  • Add List code and description
  • You can  Mark as Default – YES, if you wish to have this custom list as a default document list for your all shipments.
  • Remove documents that are not required by clicking on Bin Image.
  • You can select other documents to add to your Custom list by clicking on  Add Other Documents button.
  • You can Rearrange document sequence as well as Rename them as you want to appear on your screen.
  • Click on Save.

4. Once saved your newly created Custom Document List will be visible in the Master document list and will be Available to select while creating a new Shipment automatically.

 

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