This article applies to lenders, forwarders and agencies



Before you start, make sure you're connected to Transport and Auction entities. Go to Setup Entities to learn more. 

 

How to Authorize a Transport


Step 1: Go to Options >  Authorize Transport



Step 2: Fill out the Authorized to Transport form selecting the Auction or Transport company you are releasing the collateral to. 

Note: The information populated Authorized to Transport form is based on the information associated with the case and your connected entities.


Enter an email address in the Notification Email field to send a notification to the appropriate contact. 


Step 3: Click Complete Authorized & Transport 

Note: This action will allow the user to complete and authorize in one step.



Step 3: View the Form Preview then click Save as Case Attachment 



Step 4:  Fill out the attachment Document Name then click Save 



Step 5: Send the signed transport document back to the lender/forwarder



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