Assign and follow driver forms
Use Forms to fill or send library forms, or upload your own PDF form and send it to drivers.
Use the right area
Forms (Driver Management > Forms) holds Library forms that are ready to use and Your forms, which are PDFs you upload. Driver Contracts handles employment agreements. Office staff paperwork lives in Document Templates.
Send a form
- Library form: tap Fill or send and choose a driver. Pick Fill in now to complete it yourself, or Send to driver so they fill and sign on their phone.
- Some forms need the company part first. Fill in and sign that part, then use Send to driver on the form. Company-only forms are not sent to drivers.
- Your own PDF: tap Upload a form, place the boxes with Fields, then tap Send. Choose drivers, add a Due date (optional) and a Note to drivers, and tap Send form.
- Use Status on your form to see who has signed.
When a form is signed
Signed forms are locked. To change one, open it from the driver's profile and start a new version. Check the recipient before sending again.
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