Lesson 3.5 — Documents
Documents
This lesson shows you how driver paperwork moves through the system. By the end you can collect, package, and send a driver's file to a carrier.
Uploading documents
Each driver record holds their documents — CDL, medical card, and the rest. Upload them to the record as you collect them so the file builds in one place.
Viewing and downloading
Open any single document to view or download it. Use this to check a CDL or med card before you send a driver forward.
The complete file package
When a file is clean and complete, download the ZIP — it bundles the whole document package in one file, ready to send to the carrier.
Application PDF and SOQ
The system generates the driver's Application PDF and a Statement of Qualifications (SOQ) from the record. These are the formal documents a carrier expects.
vCard
Send a vCard to hand off a driver's contact details cleanly to a carrier or to your own phone.
What protects you
Check each document opens and is readable before you package the ZIP. A carrier that opens a blank or wrong file loses confidence fast.