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Fleet Documents

Managing fleet compliance is effortless with this section. It allows you to define, track, and monitor essential documents related to your fleets, ensuring everything is always up to date.

You’ll see a table listing:

  • Document Name
  • Document Type (e.g. image front/back/both)
  • Mandatory (Yes/No)
  • Document Number Required
  • Issue Date Required
  • Expiry Date Required

+Add

  1. Click the “Add” button at the top right.
  2. A popup will appear where you can:
    • Enter Document Name
    • Choose Type (Front, Back, or Both)
    • Set Mandatory field (Yes/No)
    • Enable fields for Document Number, Issue Date, Expiry Date
  3. Tap + Notification option to:
    • Define Reminder Days
    • Choose Type (Front, Back, or Both)
    • Choose to Send Notification (Yes/No)
    • Add Notification Title and Message
  4. Click Add to finalize.
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FAQ's

Fleet Document Management allows you to define and enforce which documents are required from fleets before they can use your services. It ensures compliance and helps keep document tracking organized and automated.

You can request any document type relevant to your operations. A common example is a driver’s license, but this can be expanded to include permits, insurance, vehicle registration, etc.

Yes, you can specify the requirement type for each document:

  • Front only
  • Back only
  • Both

Absolutely. While adding a document type, you can mark it as mandatory. Fleets will not be able to complete onboarding or continue operations until they upload these required documents.

For each document, you can specify whether the following fields are required:

  • Document Number
  • Issue Date
  • Expiry Date

Yes. You can set a notification frequency, for example:

  • “Notify 1 day before expiry”
  • “Notify 7 days in advance,” etc.

Yes, the notification title and message can be customized to suit your tone or internal policies.

Once a new document type is added:

  • It is automatically marked as required for all new fleets
  • Notifications or alerts can be triggered to inform existing fleet owners

Yes. Admins have full control to edit, add, or delete document types at any time from the backend. Changes apply instantly and can be configured to notify relevant users.

If a document is marked mandatory, the fleet won’t be allowed to:

  • Complete onboarding
  • Access certain services

This ensures that only compliant fleets operate on the platform.

Yes. Each fleet’s profile will show a list of uploaded documents, their status (approved, expired, pending), and any missing mandatory items.

No, there is no limit. You can define as many document types as needed, depending on your operational or legal requirements.

This can be configured in your admin panel to track:

  • When a document type was added/removed
  • When a fleet uploads/edits a document
  • Who approved/rejected it

You can choose:

  • Manual review: Admin verifies each uploaded document
  • Auto-approval: If enabled, documents can be auto-approved upon upload
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