📔 How the address book works ?
The Dashdoc address book groups together the partners with whom you will collaborate during your transports.
You will find :
Partner company files
Shippers tab
Carriers tab
"Other companies" tab (which are neither shippers nr carriers (e.g. companies associated with collection or delivery sites)
Within the company files you will find the associated contacts
Your Dashdoc invitees (people to whom you have given access to their invited portal) > How to give access to the invited portal ? Click here
Your follow-up contacts (who will receive emails to be alerted of the evolution of each transport) > Follow-up contacts management : Click here
Loading and Unloading addresses
In this page, you will find the pick-up and delivery addresses used in your transport creations. You will also find the signatories who are attached to pick-up and delivery addresses and who will be involved in signing the e-CMR (to find out more about the signatories in Dashdoc: Click here)
The "contacts" tab under the address book is used to find follow-up contacts or invited contacts with whom you have worked in the past.
🏭 Shippers in Dashdoc
In this tab, you will find a list of the principals with whom you work. For each billable address, you need to create a different principal. For each principal, you have a company file which has 2 tabs:
A general tab with 5 blocks:
An administrative information block
A block with the invoicing address where you can choose to :
use the administrative address as the billing address
use another address as the billing address
make this company non-billable
A contacts block:
Here you will find your invited contact on the web portal and your transport follow-up contacts.
☝ The contacts are attached to the company, and this company can have several pick-up and delivery addresses attached to it. The invited contacts of the company will have access to the flows for which you have collaborated for all the addresses attached to this company record.
A block on the addresses attached to this company (through which you can modify the addresses themselves, their geolocation, the associated signatory contacts, etc...)
A transport template tab: where all the transport templates you have pre-defined for this partner are listed.
🚛 Carriers in Dashdoc
In this tab you will find the list of Carriers with which you collaborate. For each carrier you have a company file which includes 4 blocks :
A block on the administrative information
A block concerning the contacts :
Here you will find your invited contacts on the web portal and your transport follow-up contacts.
You can indicate which function each contact has and thus clearly identify who does what at this carrier
A block on the pick-up and delivery addresses linked to this carrier
A block showing the key figures and punctuality indicators of the transport partner, since the beginning of your relationship via Dashdoc
🏢 Other companies in Dashdoc
In this tab you will find the list of companies that are neither carriers nor principals with which you collaborate. Each company file is composed of 4 blocks:
A block on administrative information
A block on contacts :
Here you will find your invited contacts on the web portal and your transport follow-up contacts.
☝ The contacts are attached to the company and this company can have several pick-up and delivery addresses attached to it. The invited contacts of the company will have access to the flows for which you have collaborated for all the addresses attached to this company record.
A block on the addresses attached to this company (through which you can modify the addresses themselves, their geolocation, the associated signatory contacts, etc.)
📦 Loading and Unloading addresses in Dashdoc
This entry contains all pick-up and delivery addresses that were used during your transports. You can search for addresses by the name of the company to which they are attached.
From this tab you can :
Create loading and unloading addresses
See the possible signatories who are attached to the address and who will be involved in signing the e-CMR
By clicking on one of them, you will access the file of this address.
From this file you can :
Check the geolocation of your addresses
Add the security protocols linked to the site in question (which will be sent to your drivers)
Add site instructions.
Delete this address (provided that it is not linked to a company or that the company to which it is linked has another reference address)
For more information, click here.
Changing a company's role
Would you like a carrier address to also be a shipper address? Or indicate that this address must also be a delivery or pickup address?
You can do this from the list view of your companies.
To do so, click on the pencil next to the address and add the required type :
👨💼 The Contacts tab
The "Contacts" tab in Dashdoc allows you to find your follow-up contacts and invited contacts on the Dashdoc portal.
You can search for them by last name, first name, company name...
This tab also allows you to follow the invitation status of your contacts.
Not yet a customer ? If you would like to receive a demonstration and try our solution, tell us about it here :