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Onboarding Settings

This article provides information on the settings and fields in the Onboarding Settings section of the Settings & Documents page.

Carrier Onboarding Terms

Text entered into this field appears in the bottom confirmation box on a carrier onboarding webform.

Require W9 Information for Carrier Onboarding For Non Factoring

Requires input in the below fields to be able to complete a carrier onboarding form when the carrier is not using a factoring company.

Require W9 Information for Carrier Onboarding For Factoring

Requires input in the below fields to be able to complete a carrier onboarding form when the carrier is using a factoring company.

Hide Quick Pay Preferred for Carrier Onboarding

When this option is enabled, the request box for quick pay will be removed from the carrier onboarding webform.