Share a freight bill with the carrier — choose what they can do and see
Create a private, no-login link for a carrier from an audit case: pick Notes only or Editable, choose the sections they see, and preview their page first.
Open Share with carrier
On the Freight Audit list, open the case, then click the link icon at the top right. The dialog shows how many bills you're sharing and with whom (1 freight bill · C.H. Robinson). Settings are on the left, and the Carrier view preview on the right updates as you change them.
Choose what the carrier can do
Pick one of two modes.
- Notes only (default) — The carrier reads the bill and replies in the conversation, with attachments. Nothing they do changes a cost.
- Editable by carrier — They can also propose new amounts and accessorial codes on their own freight bill lines, with a required comment. They can never change load costs.
Set the approval limit (Editable only)
With Editable, set Needs approval when off by more than (default $45). A correction that brings the total within this amount of the expected total is applied straight away; anything further off waits for your approval on the case. An accessorial operations hasn't approved always waits. The carrier never sees this number.
Choose what the carrier sees
Tick the sections to include. Summary is always shown, and Charges becomes required when the link is editable.
- Summary — Bill and load number, billed vs expected, the difference, status and audit result.
- Note from your team — Your message, shown at the top of their page.
- Audit finding — The one-line finding only, never the AI's advice to you or reviewer notes.
- Charges and Invoice PDF — Their billed lines next to your expected lines, and the bill KnowDoc received.
- Conversation — Lets them reply and attach PDF, JPG, PNG or HEIC files.
- Contract rate and Load details — Off by default. The header confirms what's hidden from the carrier.
Check the Carrier view
The preview shows the carrier's page: the freight bill with billed, expected and the difference, the audit finding, both sets of charges, documents ("Billed via EDI — no invoice on file" when there's no PDF) and the conversation. With Editable on, a Correct this bill section with Propose a change appears too. The badge at the top shows the mode, for example "Editable · approval over $45.00".
Create the link
Click Create link. Send it to the carrier, or use the Email Draft to tell them about it. You can see opens, views and responses later in Carrier Engagement, and change, extend or revoke the link from Share links on the Freight Audit page.
Run your messiest freight bills through it.
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