Change a Scanned Document Type

After you scan, take a photo, upload, or view a load document, you might notice the document type is wrong. For example, a lumper (LUM) mistakenly classified as a bill of lading (BOL). For accurate load processing and invoicing, each document must have the correct document type.

To edit the correct document type, follow these steps:

1. In the top menu bar, click Invoicing.

   

2. On the Invoicing page, find the load. (You need to find the load first and then you can identify the right document before you can change its document type.)

3. In the Docs column at far right, click the Open Document Viewer icon to open the documents for the load.

   

   Example:

   Click +3 to open the Document Viewer page.

   

   Result: The Load Details page opens and the Documents tab shows all load documents (also known as the Document Viewer page).

4. Under the document preview or thumbnail image, click Edit.

   

   Result: The Change Document Type window appears.

5. In the Change Document Type window, select the correct document type from the pop-up list of values in the Type field.

   

6. To save your changes, click OK. (To revert back to the original document type, click Cancel.)

   

 

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View a demonstration of these steps in one or more Transflo videos: