Step 1 — Open the Documents Tab

1. Go to Fleet Management > Trucks (or Trailers)

2. Open the relevant unit

3. Click the Documents tab
    

Step 2 — Upload a Document

To upload to a specific category:

1. Click the arrow next to the relevant folder (e.g., Insurance, Registration) to expand it

2. Upload the file into that folder

To upload multiple documents at once:

1. Click Bulk Upload in the top right

2. Select the files from your computer

3. Assign each file to its corresponding category

Step 3 — Add Document Details

For each uploaded document, you can fill in:

• Issue Date — when the document was issued

• Exp. Date — expiration date, if applicable

• Notes — any relevant internal notes

The Uploaded Date is recorded automatically.

Step 4 — Save

Click Save in the top right corner to confirm any changes made to the Documents section.


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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