Q88 - Creating Package(s)

Packages are groups of attachments that can be sent together, allowing you to avoid searching through a list and selecting each one individually. Packages are useful when working with specific Charterers who request the same documents each time.

Add Packages

1. Go to the Actions Menu → Select Packages.

2. Click on the plus sign on the top right corner of the page to add a package.

   

3. You will first need to name the Package → select if the package is for all users under the account or only your own username → and then check off the attachments that you want in the package → click Save:

Editing/Deleting Current Package

To edit a Package, select the Edit pencil icon next to a created package → make your changes → click the Save or Delete buttons:

Emailing a Package

1. To email a Package, click on the Actions Menu → Email Documents.

2. Select the Fleet and Vessel → Select the attachment → Click on the Attach button:

3. Remove the attached file → click on add package → select the fleet and vessel name → select the Package(s) → click on the Attach button.