Driver profile: Files and Uploads tabs (driver documents and documents sent from the app)

Keep a driver's documents in one place and see what the driver sent from the OpenRoad Driver app. The Files tab holds documents your office team adds, in folders. The Uploads tab lists documents the driver scanned and sent from the app.

Who can do this: users with access to Drivers. Some folders are hidden unless your user has the permission for hidden folders.

Before you begin

Files tab: your documents for the driver

1. Open Drivers and select the driver.
2. Select the Files tab.

The tab lists the folders of your account. The Driver Qualification folder groups the driver's qualification documents (CDL, MVR, Application, Medical Card and others), which are also listed as folders of their own. Other folders include Company Policy Receipts, Occupational Insurance, Written Warnings, Tax Documents and Driver App. The number on a folder is how many files it holds. Select a folder to open it and see its files, who last changed them and when.

Add a document

1. On the Files tab, select Upload files.
2. Drag the files into the window, or select the area to choose them on your computer.
3. Choose the folder in the list.
4. Select Upload.

To get a file, open its folder and select the download arrow next to the file name. Each file added here is also recorded on the Change Logs tab.

Share a document with the driver in the app

Files in the Driver App folder are shown to the driver in the OpenRoad Driver app, under Portal → Driver Documents. Put a document there when the driver needs to see it, for example a handbook or a policy. Documents in other folders stay in the office.

For the rest of the app, see Using the Driver app.

Uploads tab: what the driver sent from the app

Select the Uploads tab to see the documents the driver scanned and sent from the app, for example a proof of delivery. Each row shows:

• the download arrow, which opens the document;
• Load: the load number the document belongs to;
• Type: the document type the driver chose in the app, for example Proof of Delivery, Lumper Receipt, Scale Ticket, Miscellaneous or Other;
• Created At: when it was sent;
• Deleted At: when it was deleted, if it was.

The boxes under the column names filter the list.

Where each type goes on the load:

Frequently asked questions