Creating Your First Note

Walk through the five-section PreviewEditor to build a legally valid Waste Transfer Note.

1. Choose transfer type→

2. Section A — Waste→

3. Section B — Transferor→

4. Section C — Transferee→

5. Section D — Transfer details→

6. Signatures→

7. Complete

1. Opening the editor

From the Dashboard, click "One-Off Note" to open a blank note in the PreviewEditor. You can also use the sidebar: Notes → One-Off Notes → New Note. The editor is split into two panes: the left shows the five clickable section cards, and the right shows the Completion Sidebar with a checklist and action buttons.

2. Step 1 — Choose a transfer type

At the top of the note editor, a TransferFlowSelector lets you choose between two transfer types. "Collection (Stored)" means the waste is being collected by a carrier — your company details auto-fill into Section C (Transferee). "Deposit (Direct)" means you are depositing waste at a transfer station — your company details auto-fill into Section B (Transferor). Section D is hidden for stored-waste transfers.

3. Step 2 — Fill in each section

Click any section card to open its dialog. A green tick on the card means that section is complete. Section A covers waste description, EWC codes, containment type, and quantity. Section B is the Transferor (current holder). Section C is the Transferee (person collecting or destination site). Section D covers the transfer address, date, time, and optional broker details. The Signatures section collects in-person or email-requested signatures from both parties.

4. Step 3 — Auto-save

QWTN auto-saves your work every few seconds. A cloud icon in the top bar shows the save status: a green check-circle means saved, a spinning icon means saving, and a red cloud-slash means a save error. You can also click "Draft" to save manually and close the editor.

5. Step 4 — Complete the note

Once all sections are complete, the "Complete" button turns green. Click it and confirm in the dialog to lock the note as a legal record. Completed notes cannot be edited. You will be redirected to the note detail page where you can print it or request signatures.

6. Other actions

The toolbar also offers: Print (opens the browser print dialog with a correctly formatted WTN), Save as Template (saves the note structure for reuse), and Delete (removes the draft permanently after a confirmation prompt).

Auto-fill from profile

Your company name, address, and carrier registration are automatically inserted into the correct section when you open a new note. You only need to fill in the other party.

Save as a template

If you regularly collect the same waste type from the same client, save the note as a template. Next time, just click "From Template" on the dashboard.

Completing is permanent

Once you click Complete and confirm, the note is locked and cannot be edited. Make sure all details are correct before completing.

Common Mistakes

• Completing a note before both parties have signed — legally the note should be signed at the point of transfer.

• Not setting the transfer type first — switching type after filling sections can overwrite Section B or C.

• Closing the browser before auto-save confirms — wait for the green cloud-check icon before closing.

Creating a Note

Use the PreviewEditor to build a complete, legally valid Waste Transfer Note section by section.

Section A — Waste Description

Describe the waste, pick EWC codes, select containment types, and enter the quantity.

Signatures

Collect transferor and transferee signatures in person on-screen, or send email signing links.

Note Templates

Save any note as a reusable template to pre-fill future notes of the same type.

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Understanding the Dashboard