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Begin by selecting the “required document name” from above the document listing or clicking “attach” below it. This action opens a new window dedicated to document management.

In the new window, you have the option to choose the document category (if not pre-selected) and add expiration dates to the documents, ensuring they remain current and valid.

You are presented with two choices: adding a new version of the document, which keeps the old version intact, or replacing the document entirely, which removes the previous version.

Upon expanding each side menu, access unique “settings” to add a “document category” and, under “required document,” choose a submenu or tab. This feature allows you to define specific documents as required for various entities, such as companies-customers, where you can indicate mandatory documents for customer compliance.

In the interface, a column titled “required documents” displays the compliance status (e.g., 0 of 2, 1 of 3), indicating the number of required documents submitted out of the total required. This tracking is applicable across loads, vendors, drivers, etc.

The system provides a comprehensive suite of options for document management, including the ability to email, preview, edit, open, or download current and previous document versions. Additionally, if necessary, you can delete documents directly from the system.

For further assistance with documents or other Accur8 TMS features, please contact our customer support team at support@accur8.services.