In this article, we will explain more about the following: 

tips & options

• How to attach files to your waybills
• How to duplicate a waybill
• Write notes & messages on your waybills
• Check the history of the edits for your waybill
• Export your list of waybill
• Group concepts on a waybill

1) Attach files to your waybills

Attach files in the email:  When you attach a file to the waybill this will be sent along with the PDF of the waybill when sending the document by email.

Types of files accepted:

 You can attach files of the following file types:

PDF, JPG, PNG, XLS, XLSX, ZIP, CSV, GIF  with a maximum volume limit.

2) How to duplicate a waybill

Save time by duplicating waybills! If you click on the drop-down arrow located to the right of each line of a waybill you'll see the  duplicate  option A new waybill will be created with the same information but a new waybill number.

3) Write notes & messages in your delivery notes

Communicate with your client by messages:  Each time you write a  message in the waybill  the client will  receive an email with the information through a link to their client portal so that they can respond.

• Message:  With Holded you can write  comments  for your waybills. The message will be shown to the client, they'll receive an email with a link to their client portal. Here they will be able to see any comments you leave. Your clients will then be able to respond to any comments you leave.
• Notes:  If you add a note, this will only be visible to your Holded users and those who have permission to the waybills section.

Notes = will appear in yellow & Messages = will appear in blue

4) How to check which user has modified a waybill

Check who has modified the waybill: When you access  this section, you'll be able to see which user has modified the waybill and the date the waybill was modified.

• Edited by: the name  of the Holded user who created or edited the waybill will appear here
• Date: this is the  date and time  in which the waybill was created or last edited.

Date and time:  You can check the date and time that a document has been edited to check who and when the changes were made to a waybill

5) How to export waybills

Tip:  Filter by the Pending + Overdue  Segment, and export your waybills pending payment to track the waybills that have not been collected yet.

• Import: Download the template to import the list of waybills notes.
• Excel:  Download the waybills to Excel
• PDF:  Download the list in PDF

6) Group concepts on a waybill 

Tip: Sometimes when creating a waybill you may want to  include several concept lines under the same concept  or you may simply want to add a  description for the concepts shown below a concept. To do this, follow the below steps:

1. Go to  concept and  write *t*:  When typing *t* the separators of the columns will be removed and you'll be able to  write information for the corresponding concept
2. Add a concept (this can be a project or specific task or item)
3. Add the lines that will be included  under this concept : Click on  add line  and it'll automatically be included in the concept. In case you want to add a concept outside this group, you must rewrite *t* so that it is grouped in another section.
4. Click on  Save

Total amounts: After following this process and when viewing the PDF you will see that the lines will be grouped under the same concept and the total amount of the grouped lines will appear in the  total column.

Add lines outside the grouping:  In case you want to add a  line below and outside the grouping  you should repeat the process  (write *t* on the line and add lines below)  so that it's separated from the previous grouping.

You now have additional tips and information regarding the various options available for waybills, and you'll be able to access and edit information in no time! ✅