Company Documents

Manage company-wide documents, and share reference material through Resources & AI

2 min readAlso in Español, Français

Company documents are the company-wide documents drivers need to carry, such as IFTA, permits, and insurance. Go to Documents > Company to view and manage them. If you use divisions, you can filter the list by division.

Add a company document

  1. Click Add Document and choose Manual Upload (or AI Upload to let AI fill in the details).
  2. Under Name / Unit # / Company, choose your company, or a division if the document is for one division only.
  3. Set the Date (defaults to today) and an Expiry Date if needed.
  4. Choose the Doc Type, add a Description, attach the file, and click Save.

In the list, use the eye icon to view or edit a document, the download icon to download it, and the trash icon to delete it.

Resources & AI

Resources & AI is a separate section for reference material that drivers find useful but don't need at a DOT inspection, such as handbooks, safety manuals, training material, and chain laws. Drivers see these in their own tab in the driver app, and DPB AI Chat can answer questions from them.

Keeping this material out of Company means the Company view holds only what drivers need to show at a roadside stop.

Add a resource

  1. Go to Documents > Resources & AI and click + Add Document.
  2. Enter a Description (for example "ELD Docs"), choose the Type (Doc or Article), and add the document or article content.
  3. Save. Turn on the Driver switch if drivers should see it.
  4. Wait for the AI Processing Status to show a green check. Yellow means it's still processing.

Use the eye icon to open a resource and the trash icon to delete it.

Tip: If your Company list already has handbooks or guides that aren't needed for DOT inspections, add them under Resources & AI and remove them from Company.