Documents - Review, Reject and Accept Process

1. To review your uploaded documents by drivers or staff users, all you have to do is go to Documents menu from the left hand side. 

2. Now, before we proceed, we would like to mention that we have a Document Inbox, where you are able to see all added documents by drivers, which you can se on top right side of the system, once you click on it. 

3. For example, we'll take a Bill of Lading document, uploaded by David Simmons, locate it inside our uploaded Documents and click on it. Please note if you click on the same document in your Document Inbox the same popup screen will be shown.

4. Once we have our reviewing process of the documents, we are able to see which document type was uploaded, in case it was a mistake by driver, that the uploaded document was supposed to be some other type, you can simply revert it by selecting the other type of the document from the drop down menu. 

5. Attach your document to a related stop, which will be shown in the drop down menu.

6. If the reference is already inputted and it's correct,, you can proceed with reviewing your document, if not, simply enter a new reference inside the field. 

7. If you are still in the process of reviewing your document, and still don't want to approve it or reject the document simply press the Update button.

8. From there, you will be able to see status of this Document as a Reviewing. 

9. To approve the document, all you have to do is simply select the Approve and hit Update button,. It will be automatically added to your shipment documents.

10. In case that the document is being rejected, for an example a blurry picture, missing data etc., simply select Reject, from where another field will be added to enter a reason of rejection, and hit update. The driver will get a notification that the document is rejected for the given reason, so he can, for example, rescan the document and upload it back.