How to Use Email Workflow — Auto-Email Roles on WTN Creation & DWT Submission
Set up Email Workflow to automatically email a producer, broker, carrier or consignee when a WTN is created or submitted to DWT — resolved from your Customer pick list, opt-in per customer.
Gate Auto Processing: Turn Ready Records Into WTNs Automatically
Flagged For Review Auto Processing checks your review queue once a day and turns every ready record into a WTN. Learn what counts as ready, how to set it up, and how the run report email works.