Truck and Trailer Documents

Go to Carrier Operations → Data Management → Assets, Carrier Admin → Assets, or access the Safety Manager role. Documents can be added to trucks and trailers by editing them and adding documents from the Documents tab. Only users with asset write access will be able to add and delete documents. To view all uploaded documents, go to the Truck And Trailer Docs tab. This view does not include driver documents.

Asset document tags will need to be added before adding in documents.  For more information on how to add them, refer to this article.

Add Document

To add a new truck or trailer document, edit the existing asset and navigate to the Documents tab. For information on how to edit a truck, refer to this article. For information on how to edit a trailer, refer to this article.

Uploaded documents for the asset will show. To add a document, click the Upload New Document button. Required fields are marked with . A file must be uploaded in order to save.

Click the Save File button to save the document. The file will then show in the list of documents for the asset as well as in the Truck and Trailer Docs tab.

Delete Document

To delete a document, go to the Truck and Trailer Docs tab.

Click the icon at the end of the document row. A confirmation screen will show.

Click Delete to confirm and the document will be deleted.

Export Truck and Trailer Docs

To export a csv of the truck and trailer docs table, go to the Truck and Trailer Docs tab. Select the delivery method and then click the Export CSV button. 

The filters applied to the table will be reflected in the exported document.

Document Expiration

When uploading a document, the document expiration date can be set. In the Dispatch tab, assets with expired or expiring documents will show either yellow or red.

If the document is expiring soon, then the asset name will show in yellow.

To view the expiring document, click the asset.

If the document is expired and expired within the last two months, the asset will show in red.

To view the expired document, click the asset.

Expired and expiring documents can be downloaded by clicking the document descriptions in the asset.