Share Transfer Details
Send Manifest Transfer Details by Email, SMS, Etc.
- From the Dashboard select Sales.
- Select an Outgoing Sale ID.
- Select the Down Arrow button next to Share to view the share options. Select Share to view the client-facing view.
- You may share by completing any of the following actions:
- Select Share Link to copy the Share Link - Share Link is a public link that contains all documents for Manifest, Invoice, JSON, etc. Allows copy/paste to any platform.
- Select WCIA Data Link to copy the JSON file - WCIA Data Link is just the JSON link for easy transfer.
- Select @ Send Email (your email) to compose an email - opens a new message in your email client that is populated with the share data.