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Rate confirmations, BOLs, PODs, lumper receipts, and revised confirmations are easier to manage when they are organized around the actual load instead of scattered through email threads and phone storage.
Keep the booked load terms and revised confirmations accessible with the load record.
Organize pickup and delivery paperwork so the correct documents are easier to retrieve for billing and follow-up.
Keep lumper receipts and other supporting documents with the same load instead of searching across messages and folders.