Carrier TMS safety features allow users to create custom document templates to fit their various document specifications and requirements. 

This article will cover:

• Create a custom document
• Document field types
• Updating documents

Create a custom document:

1. Go to Settings > General Settings > Document Types / Expenses. All stored drivers, trucks, trailers, and expense document types will be listed on this page.

2. Select drivers, trucks, or trailers for the new document and click + Add Document Type/Expense.

3. Enter the Document Name. It's important to remember that once a document is created, its name cannot be changed. Please ensure that the document name is accurate.

4. Select and drop the fields you would like to add. Please see below for descriptions of the document field types.

5. If enabled, enter the field name.

6. Optional: To mark the field as required, check the box next to "Required".

7. After you have added all the fields, click Preview to view the document template.

8. If the document is all correct, click Save Custom Document to generate the new document. If you would like to remove a field, click the trash icon next to the field type.

After you have saved the document, you will be able to add it to the profiles of drivers, trucks, or trailers.

Important: Once a document is created, it cannot be removed; it can only be updated.

Document Field Types and Examples:

• Expense field allows users to add expense amounts and dates.

• 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.

Update document type:

1. Go to Settings > General Settings > Document Types / Expenses

2. Hover over the document and click on Edit Document Type

3. Make the necessary updates.

4. Click Update Document

Important: The new document format will be applied to the latest version of documents that are revised following the update to the document type.

Related Articles:

• Adding Documents to Drivers/Trucks/Trailers