How to add documents to Packing Lists?

Beth P. shared this question 21 days ago
Answered

We are trying to update our packing list to add an updated incident report. Whenever I add it by cutting and pasting it changes the format of all pages of the packing list making the text small..

Comments (8)

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If you use "CTRL+SHIFT+V" this should allow you to paste the text without formatting and then you can edit the text on the template once pasted.

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Hello. Thank you for your help! This is a PDF document I'm trying to add. When I paste it into our packing list template (using ctrl+shift+v) it does not keep the formatting. Since this is the last page of the document the text editing bar is not accessible..

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I'm having the same issue with word doc and jpeg versions as well.

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Are you trying to paste an actual document into the packing list template or just the text from another document?

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I have tried doing both.. Either way it does not keep the formatting

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Please send us what you are trying to add

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If you'd like to keep a digital report, you could create one in Google forms and then add a qr code to each lead.


Pro tip: use IO's surveys to create reports then use qr codes to access per lead. This puts the reports on each lead in the survey section. You can then use a variable to put the responses in an email that sends automatically or even on the lead hover pop up.

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Hello

Attached is the document we are trying to add to our load list. We would like it on the last page please. 

Beth Palmer

Sales Manager

Party Vision, LLC

800-290-9525

www.partyvision.com

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It looks like you have the rest of your documents on this PL saved as a jpeg. You would want to convert this document and then add it that way

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I tried saving as a jpeg and adding. Tim created this load list for us when we signed up. I do not know how exactly it was done.

Beth Palmer

Sales Manager

Party Vision, LLC

800-290-9525

www.partyvision.com

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If you want to display the same as your other documents attached to this PL then I recommend sending us the jpeg and we can add for you. Otherwise you would need to copy/paste from the pdf and you would have to edit from there

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Here it is.

Beth Palmer

Sales Manager

Party Vision, LLC

800-290-9525

www.partyvision.com

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Thank you, this has been added

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Thank you

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