Review driver documents without losing history
Use Document Review for flagged uploads and the driver's Compliance tab to check, correct or reject a file.
Review flagged uploads
- In the sidebar, open Driver Management > Document Review. It lists uploads that need a look: Expired, Details don't match, Out of date, Driver edited and Other.
- Tap Review on a document. Open the file with View file and compare What the scan read with what the driver entered.
- If it is right, tick I have checked that this file is readable, belongs to this driver and is the correct document, then tap Mark reviewed. It leaves the list for your whole team.
Check, correct or reject on the profile
- Open the driver's profile from Drivers and choose the Compliance tab.
- Open the uploaded file and confirm it is the right driver and document type. Read every page and the expiry date.
- Use Edit expiry date to fix a wrong expiry.
- To refuse a file, tap the reject (thumbs-down) button and give a reason. The driver is notified and asked to upload again. The undo button accepts it again.
Keep document meaning separate
An uploaded file, a reviewed flag and a complete checklist mean different things. The scan suggests values but does not prove a document is genuine. If someone gets an access error, check their role rather than widening access.
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