What Are Dispatch Documents?

Purpose

This articles explains what Dispatch Documents are, their usage and how they can be edited

Covers: Dispatch documents, editing dispatch documents

Does not cover: Issuing Project Boxes

What are Dispatch Documents?

Dispatch Documents are used with Project boxes. They are a record of the resources in the project box and the details of the borrower.

They can be used as a receipt when issuing and returning a project box, to confirm the contents are all present and correct.

They can be customised to meet the specific needs of your organisation. 

Editing Dispatch Documents

To customise the documents, log into the library system and load the Management page. From the menu bar at the top of the page, select 'Settings' then select 'Dispatch Document(s)...' from the list.

To create a new document, click 'New'. Select an existing document and click 'Edit' to edit your current one. You can also delete your documents or duplicate them.

Use the edit controls to create the document in the page in the middle of the window. You can add merge fields that will pull from the various tables and auto populate.

If you wish to add Shipping costs and methods or change the margins and orientation, select the 'Options' tab for these settings.

When you are happy with the look of the document, press 'OK' to save it.

How some of our customers have phrased this

- What are dispatch documents for?

- Can I change the dispatch documents?