Business owner: create loading sheets from system requests fast

Business owners handling dispatch miss loading details, causing misrouted loads. Create a templated loading sheet, move to ops, share edit access, and record the link so coordinators dispatch faster.

Overview

Manual loading-sheet creation leads to misrouted loads and delayed dispatch, risking customer commitments. This workflow creates, files, shares, and logs a ready editable loading sheet so coordinators start dispatching without manual handoffs. Customers report faster handoffs and fewer data-entry errors.

Notable Features

Create loading sheet from template
Move document to operations folder
Log sheet link in central tracker