Forms and Macros

The Forms feature allows you to create form-based messages so that you can expedite and simplify communication between you and your drivers. The directions below outline how to create, edit and disable forms within the portal.

Create Form

To add a form, click . Fill in the Form Name, Cust Form #, and Cust Rev # fields.

Select  to specify the form is one that will be sent from the driver to the fleet.

Enter form language in the body of the form. You can choose to preview the form before you save it. Click . When you are satisfied when the form, click .

Edit & Disable Forms

To edit a preexisting form, select the desired form by clicking on it in the spreadsheet list, then click . Make the desired changes, then click .

You can also choose to disable a form. This will remove the form either from the drop-down for forms in the portal Mail application or on the in-cab unit, if it has been selected as an Inbound message. Click  to deactivate a form.