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updates:schedule-it-is-now-possible-to-send-documents-to-pps

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Sending documents to PPS

Exporting documents to PPS

It is now possible to upload the documents to PPS directly from the Document Menu in the SCHEDULE.

It is possible to send:

  • one particular document - by clicking on the 'PPS icon' next to the document
  • batch of marked documents - by marking the documents you would like to send and clicking on the 'PPS icon' by the main section (OPS or SALES) in the document dropdown menu

The process of sending the documents is as follow:

  1. Open the document menu
  2. Choose if you wish to send the documents per TRIP or per LEG
  3. Choose the documents you would like to send
  4. Click on the relevant 'PPS icon', depending on whether you wish to do that for 1 document or for the bunch
  5. A window will pop up with the chosen documents. Click on 'SEND' button in order to send. It might happen that some of the documents woulnd't send on the first attempt. In such case, simply click on 'RESEND FAILED' until all the documents are marked with the green tick.
  6. Once all send, you should be anle to view them in PPS

The documents are stored in PPS for 3 days after which they're removed from their database.

updates/schedule-it-is-now-possible-to-send-documents-to-pps.1513951828.txt.gz · Last modified: 2017/12/22 14:10 by rafal