How Driver Documents and Compliance Files Work in CarrierOS AI
Driver documents and compliance files help the office keep important records close to the driver profile. The sections below explain how driver documents and compliance files work in CarrierOS AI and what the office should verify before moving on.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Driver documents and compliance files work in CarrierOS AI: quick answer
Attach driver-related files to the driver record, use clear document types or notes, and review them before dispatch, settlement, or compliance work.
Before you start
- Know which driver the document belongs to.
- Have the file ready.
- Know whether your office tracks expiration dates or review notes.
Step-by-step instructions
- From the left menu, open Fleet > Drivers.
- Find and open the driver record.
- Review the documents or records area.
- Upload the file or add the document note.
- Choose the correct document type if available.
- Save and review the driver record.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Driver record: The profile that owns the document.
- Document type: License, medical card, agreement, insurance, or other office record.
- Expiration date: Date that may need future review.
- Notes: Short office context about the file.
What happens next
After adding driver documents, keep the driver status current and review records before audits or dispatch changes.
Common problems and fixes
- If a file is attached to the wrong driver, correct it before relying on the record.
- If an expiration date is missing, add it if your office tracks it.
- If a document is unreadable, upload a clearer copy.
Tips for carrier offices
- Use simple file names.
- Review driver records during onboarding.
- Do not store private documents outside the system if the driver record needs them.
