This article provides the basics of capturing and sending a trip document with no load association or when no TMS integration is present. 

6 Steps to Capturing and Sending your Trip Documents

1. Start document imaging.
2. Scan the document.
3. Crop the document image.
4. Review the document image.
5. Assign a document type.
6. Send the document image.

 

Step 1: Start document imaging.

• To start the document imaging process tap the [Add Document] button, follow by [Scan].

   

Step 2: Scan the document.

• Position the entire document on the screen.
• Allow the camera to focus.
• Tap the [Shutter] button to capture the document.

 

Step 3: Crop the document image.

• Drag the sides or corners of the green frame to define the edges of your document.
• Tap [Done] to crop your document image.

 

Step 4: Review the document image.

• If the image is acceptable tap the [Airplane] button.
• To delete the image, tap the circle icon, followed by the [Trashcan] button, then re-capture the document.

 

Step 5: Assign a document type.

• Tap [Select Category] to choose a category, revealing a list of associated document types.
• Tap [Select Document Type] and assign a document type to the image. 
• Tap the [Third Field] and enter the company specific identifier.

Step 6: Send the document image.

• Tap the [Send] button to submit the document image.