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Managing Document Types

The Document Types submodule in Safety Real Time allows users to categorize and manage various document types relevant to fleet management.

Key Features​

1. Creating a Document Type​

Managers can create new document types to suit specific company needs. Each type represents a category under which related documents can be uploaded, making organization and retrieval straightforward.

Steps to create a new document type:

  1. Click on the Create Document Type button.
  2. Enter the Title for the document type (e.g., Bill of Lading, Driver's License).
  3. Provide a Description to clarify the purpose or content of the document type.
  4. Optionally, upload a reference Photo/Video related to the document type.
  5. Select which users will be notified about new scans in this document type by toggling Scan observers.
  6. Click Save document type to finalize.
Creating a Document Type

2. Predefined Document Types​

Safety Real Time includes common predefined document types to streamline document organization. These include:

  • Bill of Lading (BOL)
  • Delivery Confirmation
  • Driver's License
  • Expense Receipts
  • Fuel Receipts
  • Hazmat Documentation
  • Insurance Certificate
  • Load Manifest
  • Logbook (ELD)
  • Maintenance Records
  • Permits and Licenses
  • Proof of Delivery (POD)
  • Toll Receipts
  • Trip Planning
  • Trip Sheet
  • Vehicle Registration
  • Waybill

These predefined categories help manage typical documents used in the trucking industry.

3. Editing and Deleting Document Types​

Users can modify existing document types or remove them if they are no longer necessary. Use the Edit (pencil icon) to update titles, descriptions, or other details, and the Delete (trash icon) to remove a document type entirely.

Editing and Deleting Document Types

4. Document Watchers​

The "Watchers" column shows how many users are subscribed to receive notifications about newly uploaded documents under a specific type. This helps ensure the right team members are kept informed about key documents.

The filter panel allows users to search document types by title or creation date. This is useful for quickly locating a specific document type from a large list.

Filter and Search