Monitor Expiring Documents
- Go to the Dashboard. The Active tab below the summary cards lists all expired and expiring documents.
- Use the row actions to renew (blue +), view, download, snooze, archive, or delete a document.
- Click Export to download the list.
For a full tour of the Dashboard, see Dashboard Overview.
Notifications
- To get a daily expiry report by email, turn on Expiry Data in Settings > Notifications (under Profile Settings).
- To send the report to someone who doesn't log in, add them in Settings > Notifications under General Settings. See Notifications (Report Recipients).
- Drivers also receive daily expiry notifications for their own profile and their assigned vehicle and trailer.
Live View
Open the Live View tab on the Dashboard to see expired, expiring, and missing documents for each driver in one place. It lists all active drivers with their current vehicle and trailer, and a colored bubble on each:
- Gray – missing documents only.
- Yellow – documents expiring soon, and possibly missing ones.
- Red – expired documents, and possibly expiring or missing ones.
Set up required documents first: go to Settings > Doc Types and set Required to Yes for any type all drivers or equipment must have. The Location and Driving columns need an ELD integration, and support can help set them up.