Go to Documents > All to see all your permits and documents. The list shows each document's Name, Type, Description, Expiry Date, Driver, and Source.
Add a document
- Click Add Document and choose Manual Upload.
- Set the Date (defaults to today) and an Expiry Date if the document expires.
- Choose the Doc Type, add a description, attach the file, and click Save.
Tip: Always add an expiry date to documents that expire, such as permits and IFTA. That's what puts them on your Dashboard and triggers expiry reminders. You can set up your document types in Settings > Doc Types.
View and manage documents
- Use the Search bar to find a document.
- In the Action column, use the icons to view or edit, download, or delete a document.
- Change the rows per page at the bottom of the list to see more at once.
Deleted documents can't be recovered, so make sure you have a copy before deleting.