B/L Delegation

B/L delegation enables you to delegate print privileges to associate companies who are not on the B/L.

Delegate printing of a document to an associate company

From the menu bar:

  1. Select Documentation > Bill of lading > B/L View and Print

  2. Search by B/L or Booking number or List B/Ls by type

  3. Click Go

  4. Select documents to be delegated

  5. Click Delegate

  6. Select the Company to delegate the documents to

  7. Specify the delegation privileges

  8. Click Delegate

  9. Click OK

TipNote: You must have an active relationship before delegating documents. See Relationship Manger for more information.

Revoke delegation of a document from an associate company

From the menu bar:

  1. Select Documentation > Bill of lading > B/L View and Print

  2. Search by B/L or Booking number or List B/Ls by type

  3. Click Go

  4. Select documents to be revoked

  5. Click Revoke

  6. Click Revoke to confirm

  7. Click OK

View delegation details

From the menu bar:

  1. Select Documentation > Bill of lading > B/L View and Print

  2. Search by B/L or Booking number or List B/Ls by type

  3. Click Go

  4. Select documents

  5. Click Delegate

View Associate's print history

From the menu bar:

  1. Select Documentation > Bill of lading > B/L History Log

  2. Enter the B/L number

  3. Click Go

Add auto-delegation rules

From the menu bar:

  1. Select Documentation > Bill of lading > B/L Delegation Settings

  2. Select the Associate

  3. Indicate the delegation settings

  4. Click Next to set Print Delegation Sequence or

  5. Click Save Changes

Modify auto-delegation rules

From the menu bar:

  1. Select Documentation > Bill of lading > B/L Delegation Settings

  2. Specify the delegation settings

  3. Click Save Changes

Set priority for auto-delegation of documents

From the menu bar:

  1. Select Documentation > Bill of lading > B/L Delegation Settings

  2. Select the Print Delegation Sequence tab

  3. Select the Associate company

  4. Use the up and down arrows to raise or lower the priority

  5. Click Save Changes

View document delegated by Associate

From the menu bar:

  1. Select Documentation > Bill of lading > B/L View and Print

  2. Select the Type of B/L

  3. In the Source box, select Delegated by Associate

  4. Click Go

View Associate's delegation settings for my company

From the menu bar:

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