Company document details
Set the address, phone, license, USDOT number, and custom header and footer text that print on every exported inventory.
Your company's contact and legal details print in the header and footer of every inventory your crew exports. You set them once and they apply to every export from your workspace. Every field is optional, so fill in only what you want on the document.
Who this is for: Admins. Document details live under Settings › Document Details, which only admins can open. Other roles won't see it.
Before you start
- You must be an admin. If you don't see Document Details under the Inventory document section of Settings, you're not an admin. See Team members and roles.
Set your details
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Open the Settings tab and tap Document Details.
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The card notes: "These print on the header and footer of your exported inventory document." Fill in any of the fields below.
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Tap Save document details. A Saved confirmation appears.
Result: The saved details print on the header and footer of every inventory your company exports from then on.
The fields
| Field | What it's for | Placeholder shown |
|---|---|---|
| Address | Your company address | 123 Main St, City, ST 00000 |
| Phone | Your company phone | (555) 123-4567 |
| License # | Your state moving license (e.g. CAL-T) | CAL-T 000000 |
| USDOT # | Your USDOT number | 0000000 |
| Header text | Free text at the top of the document | Optional — top of the document |
| Footer text | Free text at the bottom (terms / disclaimer) | Optional — terms / disclaimer at the bottom |
Note: The placeholders are examples that show the expected format. They do not print. A field left blank simply doesn't appear on the document.
Good to know
- Every field is optional. Enter only what you want printed. Blank fields are left off the inventory.
- These are company-wide. Every crew member's exports use the details you set. They apply the moment you save and sync to the whole workspace.
- Header and footer are free text. Use the Footer text field for terms or a liability disclaimer, and Header text for anything you want across the top, above the inventory table.
Common mistakes
- Forgetting to tap Save. Typing into a field isn't enough. The details save only when you tap Save document details and see the Saved confirmation.
- Putting the logo here. The logo is separate. Set it under Company Branding.