A common example of this is a Waste Transfer Note or cross-border documentation. Pallet Connect can incorporate this type of paperwork directly into your site and automatically populate the required fields. This removes the need to upload a paper copy as an attachment.
2. A Custom Document must be configured by our Technical Support Team and cannot be added directly by users within Pallet Connect.
Start by creating a Support Ticket or email Support Team at support@palletconnect.com and include the following details:
- A copy of the the form that is blank ( to use as the template).
- A copy of the form that is filled out (to determine which information fields are populated).
- The specific transaction the document is attached to e.g. Order, Pick-Up.
- The location within Pallet Connect where the document should appear.
- Confirmation on whether the Custom Document should be included in any transaction emails.
Once submitted, our Technical Team will review the materials and confirm whether the Custom Document can be added to your site.
3. Once added it will be available in the platform, as per default documents.
