Add and Manage Document Types
- Go to Settings > Doc Types.
- Click + Add Type to add a new type, or the pencil icon to edit an existing one. Add as many doc types as needed.
- Fill in the fields below and click Save.
Doc Type Fields
- Type – Name of the type, e.g., CDL, Medical Card, Vehicle Registration.
- Model – Driver, Vehicle, Trailer, or Company.
- Required – Yes/No. Required types show up as missing on the Dashboard (Missing Docs and Live View) and in the Missing Documents report when a driver or unit doesn't have one.
- DQ – Yes/No. Marks the type as part of a driver's qualification (DQ) file.
- Tags (if applicable) – Link the type to specific tags.
- Notify Admin – Yes/No. Includes this type in admin expiry reports.
- Notify Driver – Yes/No. Sends drivers a push notification before this type expires.
- Auto Archive (On Expiry) – Yes/No. Automatically archives documents of this type when they expire.
- Auto Archive (On Update) – Yes/No. Automatically archives the older document when a new document of the same type is added.
Notes
- To track company-wide documents such as IFTA or permits, create a type with Model set to Company. Always add a Description to company documents.
- Driver, Vehicle, and Trailer documents are set to Default if no type is chosen.
- To require a Doc Type on every document, turn on Doc Type Required in Settings > Other Settings.