Efficient document management is crucial for any logistics operation. With our latest feature, you can now easily organize your documents for Drivers, Trucks, and Trailers. This guide will walk you through how to make the most of this functionality.

Adding Folders

To keep your documents organized, you can create folders for different categories within Drivers, Trucks, and Trailers. Here’s how:

1. Navigate to the Settings from your main dashboard

   1. Go to “Documents” section:

1. Add a New Folder:

   1. Click on the “Create” button in the top right corner.

   2. Enter a name for your new folder. Be descriptive to make it easy to identify later.

1. Save:

   1. Click “Save” to create your folder.

   2. And you will see newly added folder at the end of the list

Editing Folder Names

Keeping folder names up-to-date is important for clarity and ease of access. To rename a folder:

1. Select the Folder:

   1. Navigate to the “Settings” interface and click on the “Documents” section.

1. Edit Name:

   1. Double click on the folder name you want to rename.

   2. Enter the new name for the folder.

1. Save Changes:

   1. Click “Save” to update the folder name.

Changing Folder Order

You can rearrange the order of folders to prioritize access or to reflect changes in your operations. Here’s how:

1. Select the Folder:

   1. Click and hold the folder you want to move.

1. Drag and Drop:

   1. Drag the folder to its new position in the list.

   2. Release to drop it in place.

Best Practices for Organizing Your Documents

1. Consistency is Key:

   1. Use a consistent naming convention for your folders to ensure everyone on your team can easily find what they’re looking for.

2. Prioritize by Usage:

   1. Place the most frequently accessed folders at the top of the list for quick access.

3. Regular Updates:

   1. Regularly review and update folder names and organization to reflect any changes in your operations or document management needs.

Benefits of Organized Document Management

• Efficiency:

  • Quickly find and access important documents, saving valuable time.

• Accuracy:

  • Reduce the risk of errors by maintaining a well-organized document structure.

• Scalability:

  • Easily manage and scale your document organization as your logistics operations grow.