Carrier TMS safety features allow users to create custom document templates to fit their various document specifications and requirements. This article covers how to create a custom document and the different field types available on documents.

To view documents stored in Carrier TMS:

Settings > General Settings > Document Types

All stored drivers, trucks, and trailer document types will be listed on this page.

To add a custom document:

1. Go to Settings > General Settings > Document Types

2. Select Add Document; it can be a driver, truck, or trailer document

3. Select the fields you would like to add from the list below

4. Click Preview to check how the document is looking  

5. Click Save Custom Document 

There are also templates available. Click on Edit Document Type to customize it: 

Document Field Types and Examples:

Date field allows users to select or enter a date on a document.

Dropdown field allows users to create a list of options to select one from on a document. The field width can be set to Short, Medium or Long.

Expiry Date w/ Alert field allows users to set an expiration date on a document. This field will enable a document expiration alert on the drivers, trucks, and trailers page.

File field allows users to upload files to a document. Accepted formats are .PNG, .JPEG and .PDF.

Number field allows users to enter numeric values on the document like phone numbers, odometer mileage, and identification numbers. The field width can be set to Short, Medium, or Long.

States Dropdown field allows users to select from a list of states on a document.

Short Text field is a section that allows users to enter text, including references. The field width can be set to Short, Medium, or Long.

Long Text field is a section that allows users to enter text, including notes. The field width can be set to Short, Medium, or Long.

Checkbox field allows users to create a list of options to select one or more from a document. The field width can be set to Short, Medium, or Long.

To set required/optional fields:

Users can set document fields to be required by checking off the box next to “Required” or fields can be set to optional by leaving the checkbox empty. 

To remove a field from a document:

Click on the trash icon on the field that you would like to remove from the document.

To update a document:

1. Go to Settings > General Settings > Document Types

2. Click on Edit Document Type

2. Make the changes as necessary

3. Click Update Document

Related Articles:

• Adding Documents to Drivers/Trucks/Trailers