9 minute read
Sign in and find your way around
Sign in with an emailed code, understand where Conterminal lands you, and read the left rail for your workspace type.
Read articleConterminal knowledge base
Set it up, then keep it running.
Step-by-step guides for connecting Conterminal to your mailboxes and tracking sources, working the daily queues, and working out why something is not showing what you expect.
Showing 45 articles.
Getting started
7 minute read
Permissions, roles, and Access Denied
Why a page shows Access Denied, what each workspace type and role can reach, and what to send support when a page you expect is missing.
Read article7 minute read
Choose which emails Conterminal sends you
Choose which emails Conterminal sends you, understand what triggers each notification, and read the in-app activity drawer.
Read article8 minute read
Your profile, passkeys, and AI connections
Edit your display name, register passkeys, and review or revoke connected AI shipment access.
Read article9 minute read
Getting started as a receiving facility
What a warehouse workspace can do, where you land, and how to respond to delivery appointments.
Read article7 minute read
Using Conterminal on a phone
What changes below tablet width, where features move, and what is not practical on a phone.
Read articleEmail intake
4 minute setup
Connect email sources for LFD scanning
Connect operational mailboxes, shared inboxes, and email groups so Conterminal can identify Last Free Day updates and prepare the daily digest.
Read article6 minute setup
Request and manage your Conterminal email addresses
Request the two kinds of Conterminal workspace address, tell them apart, and read their routing status.
Read article8 minute setup
Send delivery orders to Conterminal by email
Send or forward delivery orders straight into Document Review, and set up the automatic acknowledgement for trusted senders.
Read articleMailbox apps
11 minute setup
Send documents from Gmail and Outlook without downloading them
Install Conterminal Mail for Chrome, connect Gmail or Outlook Web, and send attachments into Document Review without downloading them.
Read article10 minute setup
Send documents from the Gmail add-on and Outlook task pane
Install and use the mailbox add-ins, and know when to reach for them instead of the Chrome extension.
Read articleDocument review
8 minute read
Work the Document Review queue
Work the Document Review queue: what lands there, how to start an unpriced quote from an RFQ, and how to upload, filter, and print documents.
Read article10 minute read
Review and confirm a delivery order
Read the split view, resolve every required assignment, handle the proof-of-delivery and email stages, and archive instead of confirming.
Read article7 minute read
Apply tracking from the inbox with Express review
Repair fields inline, apply tracking one row or many at a time, and choose between Express and Traditional review for your workspace.
Read article9 minute read
Import a container spreadsheet
Upload a container spreadsheet, review the grid, and apply rows to managed tracking or carrier-native operations records.
Read article8 minute read
Print PODs, source documents, and batches
Print a POD, the original source PDF, an inbox attachment, or a merged batch, and read the preflight warnings.
Read article9 minute read
Confirm a delivery order with several containers
Review and save each container's own details, confirm a selected batch, and create a sibling order when the batch grid is unavailable.
Read articleTracking & visibility
10 minute read
Find your containers on the Container Dashboard
Open the Container Dashboard, understand the System Views, filter and arrange columns, and read it on a phone.
Read article9 minute read
Catch demurrage and detention before they land
Read the At Risk alert and panels, tell At Risk from At Risk Return, and understand why the alert disappears.
Read article13 minute read
Save views and build a watchlist
Create, share, and reorder saved views, build a private watchlist, and archive or restore containers within a view.
Read article6 minute read
Talk about a shipment with notes and @mentions
Post notes on a shipment, mention someone at another company, and reply by email.
Read article10 minute read
Read a shipment page
Tell the four versions of the shipment page apart, read the facts grid and its sources, and find the actions available to you.
Read article8 minute read
Share shipment tracking with someone outside Conterminal
Send a tracking link, understand what the recipient can and cannot see, and save a shipment to My Tracking.
Read article7 minute read
Search shipments and companies
Use the header lookup and the full search page, and understand scopes and how far back search reaches.
Read article6 minute read
Export shipments to CSV
Tell the two exports apart, get the rows you expect, and open the file cleanly in Excel.
Read article7 minute read
Track inbound vessels
Read the vessel map and rail, refresh availability and AIS, and interpret freshness labels and cooldowns.
Read article10 minute read
Look up logistics companies and equipment, and get alerts
Search public carrier, forwarder, terminal, line, and vessel directories, review profile evidence, and use entity alerts.
Read article9 minute read
Diagnose a shipment that is not updating
Work through why a container has stopped updating: source coverage, paused identities, refresh cooldowns, and when a provider needs a human.
Read articleDispatch & scheduling
7 minute read
Propose, accept, and schedule delivery appointments
Propose, accept, and schedule delivery appointments, including from the emailed link with no Conterminal account.
Read article9 minute read
Run the day from the Dispatch Workbench
Assign drivers, confirm routes, record equipment actuals, flag exceptions, and close a shift from the dispatch card grid.
Read article10 minute read
Plan loads on the Scheduling board
Drag loads onto a day, set terminal and customer appointments, publish availability windows, and invite receivers to self-schedule.
Read article7 minute setup
Collect a signed POD by text message
Send a signing link to the receiver, understand what they see, and handle reissues, limits, and SMS opt-out keywords.
Read article10 minute read
Manage drivers, credentials, and compliance
Add drivers, upload credential documents, read computed compliance status, and link a driver to Motive.
Read article8 minute read
Review and edit driver timecards
Navigate business days, open a driver's day, and edit segment pay and manual time entries.
Read articleBilling
11 minute read
Invoice your customers
Work the pending-charges queue, generate and send invoices, record payments, and sweep overdue balances.
Read article8 minute setup
Set up invoice details and per-customer terms
Set your invoice identity, prefix, terms, and fuel surcharge, then override any of them per customer.
Read article8 minute setup
Price accessorials with rate cards
Build rate cards, add priced items, understand which card wins when several match, and turn an accessorial into a billing charge.
Read article8 minute read
Find and read your invoices
Open the invoice list, filter by aging, read one invoice, and understand the three reasons billing access is denied.
Read article9 minute read
Bill work that is not a delivery order
Create cartage and custom jobs, attach accessorials, and read a Motive trip-evidence receipt.
Read article14 minute setup
Publish a quote form on your own website
Configure website quoting and partner API credentials, embed the widget, and route incoming work through Quote Manager.
Read articlePartners & access
8 minute read
Control which partners see your shipments
Read the visibility providers table, restrict a team member, accept invites, and approve access requests.
Read article8 minute read
Which company list am I looking at?
Tell the three company screens apart, read a company profile, and add a private network company.
Read article8 minute read
Track your free-time and per-diem agreements
Read current agreements, request a new one or a change, and understand who can submit versus view.
Read articleIntegrations
7 minute setup
Connect your terminal and steamship-line credentials
Add credentials per source, preview and test them, and understand which sources need a login and which are public endpoints.
Read article10 minute setup
Connect Motive for telemetry and trip evidence
Save and test Motive credentials, link terminals to geofences, work the driver-link queue, and refresh the photo session.
Read article