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To add forms to a dispatch, open the specific dispatch you wish to add forms to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. Forms can be added to a ...

To add documents to a dispatch, open the specific dispatch you wish to add documents to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. Documents can be...

To add notes to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch number of the specific dispatch whose status you wish to change. This opens the dispatch details page. The edit dispatch icon is to the right of the dispatch ...

To add people to a dispatch, open the specific dispatch you wish to add people to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. People can be added to...

To add reports to a dispatch, open the specific dispatch you wish to add reports to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. Reports can be added...

To add tags to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch number of the specific dispatch you wish to add tags to. This opens the dispatch details page. Select the edit icon to the right of the dispatch status to open...

To approve or reject a dispatch status change, go to the Pending Approvals Page in the Dispatch Module. Click the dispatch number or title of the dispatch whose status is pending approval, opening the Dispatch Details Page. An Approve/Reject button now s...

To change the dispatch status, go to the Dispatch Module Home Page and click the title or dispatch number of the specific dispatch whose status you wish to change. This opens the dispatch details page. Select the edit icon to the right of the dispatch st...

To create a footer for the dispatch distribution list, go to the Dispatch Module Home Page and click the title or dispatch number of the specific dispatch whose status you wish to change. This opens the dispatch details page. The edit dispatch icon is to...

To create a new dispatch, go to the Dispatch Module Home Page. Click the “New Dispatch” button, which automatically opens to a new dispatch details page. Select the edit icon to the right of the dispatch status to open the Edit Dispatch Modal. Input a...

To create customized module levels in the Dispatch Module, go to the Module Levels Tab on the Settings Page of the Dispatch Module. Select the “New Module Level” button opening the New Module Level Modal. Input the New Module Level Name and select “Save”...

To create a new pre-defined distribution list, go to the Distribution Lists Tab on the Settings Page of the Dispatch Module. Click the “New Distribution List” button above the Pre-Defined Distribution List Table opening the New Distribution List Modal. I...

To delete a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to delete. This opens the Dispatch Details Page. Click the trashcan icon in the header row opening the Dispatch Deletion Confirmatio...

To delete a specific attachment from a dispatch details page, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch with the attachment you wish to delete. This opens the Dispatch Details Page. Hover your cursor over ...

To delete a pre-defined distribution list, go to the Distribution List Tab on the Settings Page of the Dispatch Module. Selecting the three-dot icon to the right of the distribution list title you wish to delete will open the Pre-Defined Distribution List T...

To edit a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to edit. This opens the Dispatch Details Page. Click the edit icon to the right of the dispatch status opening the Edit Dispatch Modal...

To edit a specific attachment on a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose attachment information you wish to edit. This opens the Dispatch Details Page. Hover your cursor over the attach...

To edit a pre-defined distribution list, go to the Distribution List Tab on the Settings Page of the Dispatch Module. Selecting the three-dot icon to the right of the distribution list title you wish to edit will open the Pre-Defined Distribution List Table...