đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
This article walks you through generating and downloading a Bill of Lading from a shipment in polt.ai.
Before you start: The shipment must already be created. The BOL pulls information from the shipment record, so make sure shipper, consignee, commodity, and reference number details are accurate before generating it.
1. Open the shipment
From the Shipments dashboard, find the shipment you want to download a BOL for and click to open it.
2. Open the Documents tab
Click the Documents tab and click the New Document button.
3. Select the document type
In the dropdown, select Bill of Lading.
4. Choose what to include
Review the BOL details and select everything you want to include on the document. Click Add when ready.
The BOL is generated and added to the Documents section of the shipment.
5. Download the BOL
Click the Download button to the right of the document to save it to your computer.
Tip: To email the BOL to a shipper, consignee, or carrier, click the three dots (âŻ) next to the document and select Share. Enter recipient email addresses and click Share.
