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How to Synchronize / Import Transport Documents

Prerequisites​

  • The transport documents must already exist in OfficeGest

Steps to Follow​

1. Access the Documents Page (Clients Management Menu)​

To access this page, click Clients Management > Documents in the side menu.

2. Click the Transport Documents Tab​

Within the Documents page, click the Transport Documents tab.

3. Click the Actions Button​

Inside the Transport Documents tab, click the Actions button.

4. Choose the Synchronization Type​

After clicking the Actions button, choose one of the following options.

Synchronize All​

4.1. Click the Synchronize All Option​

Click Synchronize All to import all transport documents from OfficeGest.

Synchronize Individual​

4.1. Click the Synchronize Individual Option​

Click Synchronize Individual to import a specific transport guide.

4.2. Enter the Transport Guide Number​

Enter the number of the transport guide you want to import.

4.3. Click the Submit Option​

After entering the transport guide number, click Submit.

Synchronize by Client​

4.1. Click the Synchronize by Client Option​

Click Synchronize by Client to import transport documents by client.

4.2. Select a Client​

After selecting Synchronize by Client, choose the desired client from the menu.

4.3. Click the Submit Option​

After selecting the client, click Submit.