The Documents Sender screen is the place where you can configure and send documents from the office to drivers. This feature is particularly useful when you need to send documents that require the driver's signature or acceptance, such as contracts, disclaimers, and terms and conditions.
Once sent, the documents will appear on the driver's Driver Companion devices under the Documents section. This means that drivers can easily review and take the necessary actions without having to visit the taxi office.
To access this screen:
- Click on Drivers/Vehicles in the left-hand menu, and then click on Documents Sender.
Adding a Document
To add a document to the document sender without sending it to a driver:
- Click on the Add button.
- Configure the following document details:
- Name: Enter a suitable name for the document as this is what your drivers will see in their app.
- Description: You can add a description of the document to help the driver understand what it is and what they need to do with it.
-
Document: Click the Select Document (
) button to open your file explorer. Here you can double-click to add your document file. You can only upload .pdf or .txt files.
- Then click Create to save the document.
Sending a Document
To send a document to a driver:
-
Double-click on your saved document or click on Add again.
- Configure the following document details:
- Action By: The date/time the document needs to be actioned by.
- Warning Days: The number of days before a driver is warned about actioning the document.
- Schedule For: The date/time the document needs to be sent out.
- Sent At: The document’s delivery status.
- Auto Suspend on Reject: Enable if you want to suspend drivers if they reject the document.
- Required Companies: Select a company to add all the company’s drivers to the driver list.
- Required Drivers: The drivers the document should be sent to.
-
+Add: Click to select and add individual or all drivers.
- Then click Create to schedule the document to be sent.
Note: You can also click on 'Send Now' to send the document straight away, as well as, 'Send Reminder' to send a reminder to non-actioned drivers.
Once sent, a driver can then review the document via Driver Companion’s Driver Documents section.