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      Integrating TextLocate with Navix

      The Navix-TextLocate integration helps automate your document collection and audit process with minimal effort. Setup is easy and takes about 2-3 minutes if you follow the steps below.

      🚀 Key Benefits 

      • Validate the legitimacy of images from drivers 
      • Automate document classification and matching to the correct load 
      • Take advantage of Pre-Bill features; invoice customers before receiving carrier invoices

      🎥 Watch It in Action: TextLocate + Navix Integration Demo 

      Click the gif below to see how the integration works from end to end.

      Navix TechClips - TextLocate Integration

      In this video: 

      1. An image request is sent to the driver from TextLocate 
      2. Driver submits the POD from their cell
      3. Document is visible within Navix

      🆚 Workflow Comparison 

      Without this integration, audit and/or carrier ops teams had to manually review each incoming document from TextLocate, classify them, and upload them to the correct load or shipment in the TMS.  When you pair this integration with the other automation features within Navix; you could receive a POD via TextLocate and invoice your customer within minutes! Talk about cash flow! 

      🧩 What the Integration Includes 

      Functionality 

      Supported 

      POD Request 

      ✅ 

      Request Images 

      ✅ 

      🔐️ Setup 

      Setup for the TextLocate integration is quick and easy.  You will be automating document audits in minutes!  Simply generate credentials within TextLocate an provide the credentials to Navix within a support ticket. 

      1. Navigate to ‘Settings’ within TextLocate 
      2. Click ‘View & Generate API Keys’ 
      3. Click ‘New Key Pair’ 
        1. Copy the public/private key pair 

      Untitled design

      1. Open a Navix Support Ticket 
        1. Ticket Type: Account Setup Support
        2. Either paste a password manager via one-time sharing link OR paste the credentials directly in the ticket 

      🔐🛠️ Considerations 

      • If you currently direct TextLocate images directly to loads or shipments within the TMS we suggest you remove this when you direct them to Navix.  If you direct them to the TMS and Navix you will end up with duplicate documents and could potentially attach both copies to customer invoices. 
      • Similarly, if your carrier teams typically grab these images from TextLocate chats and attach them to loads or shipments within the TMS, please save them the work and instruct them to no longer do this as you will end up with duplicate documents and could potentially attach both copies to customer invoices. 

      📞 Need Help? 

      Contact us at support@navix.io.