Simple per-load system
- Create a folder/naming scheme:
Load-12345-YYYY-MM-DD - Store: rate confirmation, tender, BOL, POD, receipts, communications, invoice
- Keep consistent references across all files
- Use browser-local tools to merge packets or annotate as needed
Tips
- Do it on phone or desktop—no extra account required
- Capture copies at each step
- Back up important documents per your workflow
Disclaimer: This content provides general operational guidance for trucking paperwork. It is not legal, tax, or compliance advice. Always follow your broker/customer instructions and consult qualified counsel for legal questions.