Profile Settings - Document and Forms Tab |
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Note: This is applicable only for Parcel New UI Application.
Use the Document and Forms tab on the My Profile page (click the My Profile menu then select Settings) to establish user-level preferences for the documents and forms.
To Establish your Document and Forms preferences, complete the boxes:
In this box... |
Do this... |
Default to User Level |
Select this checkbox to use as your default user level when using the Documents and Forms. If this checkbox is unselected, then configuration are taken from location level for the documents and forms. |
Hide Document Selection Pop Up After Ship |
Select this checkbox to hide the document pop-up window after processing the shipment. Notes: •This check box is unselected by default. •The 'Select Document for auto Print' section is enabled only on selecting 'Hide Document Selection Pop Up After Ship' checkbox. |
In this box... |
Do this... |
Commercial Invoice |
Select this checkbox to auto print the Commercial Invoice to the configured printer after processing the shipment. Note: This check box is unselected by default. If this checkbox is unselected, then the Commercial Invoice is shown in document pop-up window after processing the shipment. |
Shipper's Letter of Instruction |
Select this checkbox to auto print the Shipper's Letter of Instruction to the configured printer after processing the shipment. Note: This check box is unselected by default. If this checkbox is unselected, then the Shipper's Letter of Instruction is shown in document pop-up window after processing the shipment. |
Certificate of Origin |
Select this checkbox to auto print the Certificate of Origin to the configured printer after processing the shipment. Note: This check box is unselected by default. If this checkbox is unselected, then the Certificate of Origin is shown in document pop-up window after processing the shipment. |
USMCA Certificate |
Select this checkbox to auto print the USMCA Certificate to the configured printer after processing the shipment. Note: This check box is unselected by default. If this checkbox is unselected, then the USMCA Certificate is shown in document pop-up window after processing the shipment. |
Customs Invoice |
Select this checkbox to auto print the Customs Invoice to the configured printer after processing the shipment. Note: This check box is unselected by default. If this checkbox is unselected, then the Customs Invoice is shown in document pop-up window after processing the shipment. |
Canada Export Declaration (B13A) |
Select this checkbox to auto print the Canada Export Declaration (B13A) to the configured printer after processing the shipment. Note: This check box is unselected by default. If this checkbox is unselected, then the Canada Export Declaration (B13A) is shown in document pop-up window after processing the shipment. |
Then use one of the buttons on the bottom of the screen as follows:
In this box... |
Do this... |
Save your settings |
Click [SAVE] |
Clear this tab of all of the information you entered and start over. |
Click [DELETE ALL] Click [OK] to confirm the clearing of all tabs or click [CANCEL] to cancel it. |
Re-establish the system defaults on this tab. |
Click [RESET ALL] Click [OK] to confirm the resetting of this tab to the system defaults or click [CANCEL] to cancel it. |