Document Options settings manage how labels and documents are handled per carrier, product group, or product, including what should be printed, stored, or emailed. Document Options are usually added when a carrier is configured, but you can access and edit the settings at any time.
Access Document Options
- Log in to nShift Portal and go to Ship > Configuration > Actors and Carriers.
- Go to the carrier where you want to access Document Options. Document options are available at the Carrier, Product Group, and Product levels - select the Carrier level to apply it to all products under that carrier.
- Click New Configuration, then select Document Options. If Document Options has already been added, click the section to expand it. It provides an overview of all the labels and documents available at the level where it is activated (Carrier, Product Group, or Product).
- Click on a document to open the settings.
- Make the desired changes and click Save.
Important: If Document Options is enabled at the carrier level and also configured at the product level, the product-level settings will override the carrier-level settings.
Overview of settings in Document Options
Explanation of each setting:
- Document - name of the label or document
- Active - set to Always, Never, or Custom. If you choose Custom, you can specify when the document should be printed.
- Copies - number of copies to print
- Print type - Standard, Manual, or At transmit
- Store document - select to save the label or document in nShift Portal for later reference. Storing is limited to 10 days.
- Print rule - specify when to print the label/document. Always, Never, or On Script. On Script opens the Script window, where you can add a script that controls when to print.
- Mailback - relevant if you have a Mailback configuration. Specify when the label/document should be sent: Never, Attach to regular shipments, Attach to return shipments