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Customizing Your Documents

Last Updated: Sep 11, 2018 02:08PM PDT

Tailwind sends out a lot of documents on your behalf — whether it’s a Load Confirmation for your Carriers and Drivers, or an Invoice to your Customers. Whenever possible, these documents should represent your company’s specific brand and business practices — which is why Tailwind allows you to customize certain aspects of each document.

 

Configuration: Company Information & Logo

Ensuring that your basic Company Information and logo are properly set up is a crucial first step in making sure your documents look like your documents — this information is used in many documents, and should be kept up to date.

 

Configuration: Document Fields

In addition to your company information, you also have the ability to modify or insert information on specific documents.

To customize these documents, start by clicking on the in the top right corner. This will bring up the Configuration menu. Select the ‘Documents’ menu, and then click on the ‘Document Fields’ option. This will bring up the Document Fields configuration.

 

The process of configuration is fairly straightforward. When you select a field from the ‘Field Name’ drop-down, the ‘Field Text’ area will show what is currently being printed on the document in question. Some of these fields are empty by default, while others contain generic, industry-standard information.

Once you have made changes to the field in question, click the ‘Save’ button to save those changes.

 

Document Fields – More Information

In some cases, the use of a particular field will be obvious – while others are a bit more obscure. Consult the list below if you are unsure what a field is used for, or which document the information will appear on.

 

BOL Certify:  Prints on the Bill of Lading.
BOL Terms:  Prints on the Bill of Lading.
Cheque Advertisement: A tag line that will print on a cheque issued to a Vendor or Personnel.
Contract Advertisement: A tag line that will print on your Load Confirmation.
Contract Terms:  Terms and Conditions listed at the bottom of your Load Confirmation.
Customer Credit Terms: Will print on Customer account statements.
Driver Pay Notice: Prints on the driver pay or personnel pay settlement statement.
Invoice Advertisement:  A tag line that will print on your Invoices.
Invoice Notice:  A notice that will print on your Invoices.
Quote Advertisement:  A tag line that will print on your Quotes.
Quote Terms:  Terms of the quote that will print at the bottom of your Quotes.
Rate Advisory Advertisement:  A tag line that will print on your Rate Advisory to customers.
Trip Manifest Advertisement:  A tag line that will print on your Trip Manifests to company drivers and owner operators.

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