Dashdoc

Transfer invited orders to your main account to consolidate all Dashdoc partner orders in one place.

Invited portal - Retrieve my orders in my main account

Hélène

Myriam

How to invite your partners ? How to use Dashdoc as an invited 

Invited portal  

Your client sends you his transport requests on Dashdoc. What is the procedure to follow to execute the missions?

How to carry out transport orders received on Dashdoc ?

Guest carrier

Create access to the customer portal from your website!

Invited portal: Why and how to invite partners, customers, on their Dashdoc invited portal ?

Do your partners need traceability ? How do you add a follow-up contact to your orders ? Who receives the notification emails ?

Follow-up contacts: how to send automatic follow-up emails?

On Dashdoc you can invite your transport partners to collaborate on their invited portal: but what do they have access to?

Invited portal: what do your guests see on their Dashdoc portal?

Dashdoc helps you retrieve transport information and documents quickly.

🌍 How do I get field data from my charters transports ?

Give your customers access to Dashdoc directly from a button on your website.

🖥️ Create access to the customer portal from your website

Invited portal and follow-up emails: share transport information with your partners.

Communicate fluently with your partners

I’ve been invited: how do I log in?

How to connect? How to navigate in Dashdoc?

How can I track my transport orders as a guest on Dashdoc ?

Guest customer

Se connecter

Formation Dashdoc

Nouveautés Dashdoc

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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