Field

Description

Document Group

Select a group from the list defined within Document Group Setup that this document type will list under within the Document Management Viewer.  For example, a company may choose to place Document Types for “BOL” and “Work Ticket” under a group titled “Move Documents,” while an email may list under the “Correspondence” group.

Type

Enter values available within the Document Type field in the Properties and Attach File screens (up to 10-characters).  The type identifies the general characteristic of the file, such as BOL, Email, Letters, Work Ticket, Inventory, etc.

MoversSuite provides the following default types:

BOL (Bill of Lading)

Confirm (Confirmation Letter)

Email

Estimate

Fax

OARequest

Picture

Spreadsheet

ThankYou (Thank You Letter)

WorkTicket

Description

Enter a more detailed description of the document type (up to 64-characters).  This will be the default description for the type and will display next to documents attached to an order within the Document Management Viewer.

Note: A user can overwrite this description when attaching files or updating document properties.

TransDocs Integration Note: MoversSuite recommends using a carrot symbol “(^)” to represent a type available to upload and download from TransDocs, a letter “(v)” to represent only a download type, and no special character to indicate that the type is not part of the data exchange with TransDocs.  For example, TransDocs supports uploading and downloading of Bill of Lading documents, therefore a Description of “Bill of Lading (^)” would indicate this to users.

Does this type include Work Tickets?

When this flag is set for a Document Type, the Work Ticket Number selector will become visible as a required field within the Document Management Viewer.

Show In MSCrew App

Setting this flag allows documents of this type to be manually selected as available to the MSCrew mobile application through options available through the Document Management Viewer and through the Documents listing with the MSWeb Order Story.

Inactive

If you no longer wish this document type to show within selectors that are available when adding documents, then set this flag.

A menu option is available through the menu  available from the top of the setup screen. Options available through this menu include:

Activate Items Shown

Inactivate Items Shown

These menu options apply to all records visible in the pane. Use the Search to refine this menu. Refer to Mass Record Selection Options for more information.

Interface Item

Use this section to link the make record to an external system that may be required for exchanging data between disparate systems. 

For TransDocs Integration:

Enter TransDocs support External Code values here that map to the UniGroup Interface.  Types linked here will be uploaded and downloaded between MoversSuite and TransDocs automatically.

Interface

Select a value from the list defined within XML Interface Setup.

External Code

Enter a code supported by the Interface for exchanging data with MoversSuite (up to 16 characters).

For the AtlasNet Document Download Integration, the External Code must be a defined Atlas Document name. The External Code set will be listed as an option when creating rules within Document (Auto-Download) Setup under “For Selected Document”.