Automations let you configure automatic notifications when documents, licenses, tasks, or registrations are approaching expiration. You choose how many days (or miles) in advance to be notified, who receives the alert, and whether each notification type is active.

Where: Settings → TMS Customizations → Automations
 

Notification Tabs

The Automations page has three tabs:

• Expiration Notifications — alerts for document and task expirations (covered below)
• Flagging Notifications — alerts triggered by flagging events
• Other Alerts — additional system notifications

Expiration Notification Event Types

The following event types are available under Expiration Notifications:

Truck: Trailer document, Truck task by mile, Truck task by date, Truck annual inspection, Truck registration, Truck document

Driver: Driver license, Driver tasks, Driver insurance, Driver document

How to Configure a Notification

1. Go to Settings → TMS Customizations → Automations
2. Find the event type you want to configure and click the Edit (pencil) icon on the right
3. Set the following:
   • Days / Miles before expiration — how far in advance the notification fires (e.g., 15 days, 2,500 miles)
   • Due Type — Day or Mile
   • Notification Status — toggle On to enable, Off to disable
   • Receivers — select the team members who should receive this notification; you can add multiple receivers

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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