Teammate Quickstart

Welcome aboard! This short guide expands on the in-app orientation so you understand how to handle rate confirmations safely and efficiently.

Uploading documents#

• Go to Application → Upload. Drag and drop PDFs, JPG, or PNG files, or use the file picker.
• For mobile uploads, open RateScan on your phone, switch to the Mobile tab, and follow the QR pairing instructions.
• Keep scans clear: flat surface, even lighting, and the entire document in frame.

Reviewing extracted data#

After upload, RateScan extracts key fields automatically. Review each field before exporting:

• Verify shipper, consignee, load number, dates, and totals.
• Click any field to edit. Changes save instantly and sync for your team.
• Use the search panel to locate past rate confirmations by load number or partner.

Exporting securely#

• When you are finished, choose Export to generate a secured PDF invoice or detailed rate con summary.
• Store exports in approved company drives. Never share documents over personal email or messaging apps.
• If something looks wrong, alert your dispatcher or admin before forwarding the document.

Who to contact#

Each company designates a security contact during onboarding. Reach out to them if you notice suspicious uploads, incorrect exports, or access issues. They can escalate to RateScan support if needed.

Additional resources#

• Core → Uploading: Detailed scan requirements and mobile setup tips.
• Core → Extraction: Which fields the AI captures and how to correct them.
• Core → Security: Password policy, data retention, and how to report incidents.