Document TitleDescriptionVersion NumberPublication DateNotes

Logging In and Logging Out.pdf

This quick guide includes:


Navigating Between Screens Using the NEO UI.pdf

This quick guide includes:


Adding Users and Roles

This quick guide includes the following instructions:

  • Adding Roles
  • Adding Users
1.003/18/2024

Performing a Global Search Using the NEO UI.pdf

This quick guide includes:


Using Filters

This quick guide includes instructions for using Filters (edit) on screens and reports in NEO.1.0

 


Using Favorites

This quick guide includes the following instructions:

  • Adding Favorites
  • Accessing a Favorite
1.0

 


Accepting or Rejecting a Tender.pdf

This quick guide includes


Accepting a Spot Tender.pdf

This quick guide includes


Scheduling an Appointment.pdf

This quick guide includes


Rescheduling an Appointment.pdf

This quick guide includes


Cancelling an Appointment.pdf

This quick guide includes


Scheduling an Appointment for a Non-Controlled Shipment.pdf

This quick guide includes


Working with Tracking Events.pdf

This quick guide includes


Subscribing to an Alert.pdf

This quick guide includes


User Settings.pdf

This quick guide includes


Viewing Reports

This quick guide includes instructions for working with reports and column actions. 1.0

 


Creating an Invoice.pdf

This quick guide includes


Resetting Your Password.pdf

This quick guide includes


Adding Multiple Shipments to an Appointment.pdf

This quick guide includes


Confirming a Soft Appointment.pdfThis quick guide includes


Working with Menus Quick Guide

This quick guide includes the following instructions:

  • Working with Menus
  • Frequently Visited Menu
  • Using the Menu Search Bar
  • Accessing NEO Documentation
1.0