Open the Whip Around mobile app and select the 'Wallet' tab.

The first time you add a document, your screen will look similar to the image below.

Once documents have been added, you will see a list of all documents associated with your profile.

To upload a new document, select the green '+ Document' text.

To replace an existing document, select the green '+ Document' text and upload the updated document.

You can take a photo or upload a jpg, png, video, Word, or Excel file.

Please note: Word and Excel files can be uploaded; however, they cannot be viewed in the Whip Around mobile app.

After uploading a document, you will be taken to the document details screen where you can configure additional settings for that document.

Enter a name for the document.

​Tip: Use the actual name of the document rather than an abbreviation so both you and your manager can easily identify it.
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If a document has an expiration date, you can track it in Whip Around and receive reminders before it expires.
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If the document expires, enable the 'Document expires' toggle. When enabled, the toggle will turn green.

Once enabled, additional options for expiration dates and reminders will become available.

Under 'Expiry date', select 'Set date'.

Use the calendar to select the day, month, and year the document expires.

Once an expiration date has been added, documents will display status tags in the Wallet list to help you quickly identify documents that need attention.

Documents may display one of the following status tags:

• 'Expiring soon' displayed in yellow

• 'Expired' displayed in red

The document will also display the expiration date so you know when it needs to be updated.
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Expiration reminders help you renew important documents before they expire.

Under the 'Expiry reminder' section, select the reminder period you would like to use.

Select either '30 days before expiry' or '60 days before expiry'. A green checkmark indicates the reminder has been set.
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You can also create a custom reminder. Under 'Custom date', select 'Select >' and use the calendar to choose the date you would like to receive the notification.

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Tags help you organize and quickly find documents in your Driver Wallet.
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To add a tag to a document, select the green 'Select tags' text.

Select one or more tags to associate with the document.

You can assign multiple tags to a single document.

Documents uploaded to your Driver Wallet are private and can only be accessed by authorized users.

Quick things to know:

• Admins have access to all information in Whip Around.

• Documents uploaded to your Driver profile can only be viewed by you and your manager.

• Your manager controls access to the asset and vehicle documents required for your role.
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Asset and vehicle documents work similarly to your personal Driver Wallet documents.
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Open the asset or vehicle profile you would like to view.

Select the 'Wallet' tab to view the documents your manager has made available to you.

Select the document you would like to view. Document tags and expiration dates will be displayed in the document list.

Asset and vehicle documents are 'read only'. Only your manager can upload or update these documents.

You can save a document to your mobile device, share it in a message, or send it by email directly from your phone.
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Open the document you would like to share and select the share icon in the top right corner of the screen.

Your mobile device's sharing options will appear. Select how you would like to share or save the document, then proceed as you normally would.