How to Use the Document Library in CarrierOS AI
The Document Library is the central place to find uploaded files in CarrierOS AI, including rate confirmations, PODs, invoices, driver files, truck files, and company documents. The guide below explains the document library in CarrierOS AI workflow and what to verify before moving on.
Documents drive billing readiness, compliance, driver settlements, and support work. A searchable library keeps paperwork from getting trapped in email threads.
Document library in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Document list | Shows uploaded files with type, status, linked record, owner, date, size, and tags. |
| Filters | Narrow files by type, status, linked record, date, or search terms. |
| Actions | Open or download files when available. |
| Status updates | Track whether a document is uploaded, verified, needs review, or belongs to another workflow state. |
How to use this page
- Use search when you know the file name, load number, or related record.
- Use filters when you need a document type such as POD or rate confirmation.
- Open the linked load, driver, truck, or company record when the document needs review.
- Update document status only when the file has truly been checked.
Helpful tips
- Name files clearly when uploading from outside the app.
- Attach documents to the correct load or equipment record.
- Use document type and tags so future searches are easier.
