Settings

How to set your email password to send emails from Cloudex TMS?

To send emails from Cloudex TMS:
1. Click on the Your User Name icon
2. In menu select the My user profile 

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In the Email password field:
1. Enter your Email password
2. Click the Save button

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How to update Order for Carrier and Order for Client rules?

Navigation path: Your name →  Settings → Classifications →  Agreement rules → Edit

  1. Click Your name in the top-right corner.
  2. Select Settings.
  3. Open the Classifications tab.
  4. Select Agreement rules from the menu on the left.
  5. Click the Edit icon next to the required rule:
    • Carrier rules for Road or
    • Client rules for Road.

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How to set up Office365 e-mail?

If your email provider is Microsoft Office365 You need o set up email sending following this instruction

1. Click on your Name icon
2. Choose My user profile

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3. Press command button Office365 setup

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Then press command button Connect to Microsoft

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Login with your email and follow further instructions.

How to add your signature with a company stamp to your profile?

Correct example

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Navigation path: 

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Tips and Tricks

use https://www.remove.bg to remove ugly grey signature background

How to set up gmail e-mail?

1. To send Gmail emails from within OZOLS TMS, follow these steps:

1) Open a Google account and authorize:

https://myaccount.google.com/

2) Opens the Security section

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3) Activate two-step authentication (a confirmation code will be sent to the phone)

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4)  Select App passwords 

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4) Choose Other (Custom name)

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5) Type "Ozols" in the window and press GENERATE

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5) A gmail password for the OZOLS TMS system is created

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5) This password must be entered in the user's email settings in CLOUDEX TMS by following the instructions here.