Created by: Brian Hood
Modified on: Tue, Aug 2, 2022 at 9:45 AM
Multiple Documents: Creating a Customer/Trip Manifest
The InVision Document Center allows a user to customize and send a variety of document reports to end customers, corporate contacts and drivers.
These documents include:
- Booking Confirmations
- Trip Tickets (includes blank)
- Time and Charges Request
- Printable Greet Signs
- Customer/Trip Manifests
- Dispatch Manifests
- Trip Invoice Estimates
The Document Center is accessible from the left-navigation menu within InVision.
|Security Note: The Document Center is only accessible by users that have|
Reservation Access :: View Dispatch/Reservations permission enabled in their assigned security role.
Once loaded, the document center will show a list of Reservations.
You can search and refine the list of reservations by changing the Booked Reservations/Quotes options, or select a different date range to display.
Once you have the date range you want to work with, you can sort the list or use the filter at the top of the column to display only the Customer you are creating a Customer Manifest for. Select the reservation(s) from the list and choose the document to generate from the bottom section. Depending on the Document Type you select, you may be presented with additional report customization options to further tailor the document output.
|Advanced Usage Note: To multi-select you can use the shift key or control key to select specific rows.|
When you have the reservation(s) documents selected and the appropriate options selected, you can use the View or Send option. (Use the drop down list to select the type of document you are trying to view, print or email.)
View Document opens the PDF in your browser to view. From there, you can review and/or download the documents to your local machine via the save controls within the browser window (top-right menus)
Send Document opens the send document form which allows you to set specify details for the send operation. Select one or more recipients from the list by checking the corresponding checkbox. You may also manually enter an email address to send to by checking the manual box and entering one or more comma email addresses separated by a comma
You have the option to include an additional message to the recipient by adding text to the Message Body text box.
You may also include a pre-defined attachment to the email by selecting it from the attachments list (see System Setup :: Email Attachments for more information on setup and selection of attachments).
When you click send, the email request is generated and sent to the recipient within a few seconds. If necessary, you can confirm send of the email by reviewing Email Queue under the Operations menu.
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