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Whip Around Wallet & Adding Driver Documents

How to add driver documents, set reminders and organize them with tags.

Use Whip Around Wallet add-on to add documents to drivers with expiration dates and tags.

Audience

Fleet Managers, Fleet Admins

Applies to

Web Platform

Plans

Wallet Add-On

In this article

  1. Store documents in the Drivers Wallet

  2. Keep documents valid using document expiration dates

  3. Protect driver privacy by controlling document access roles and permissions

  4. Support your drivers with document expiration reminders so they don't forget

  5. Keep organized with tags

  1. Store documents in the Drivers Wallet

    Navigate to the 'People' module on the left panel, select 'Drivers' and choose the driver you'd like to upload a document for. Once in their profile, select the 'Wallet' tab to bring up all their documents.

    Drag and drop a file from your computer onto the 'Upload new document' icon, or click on the icon to locate the file on your computer. Once you've located the document on your computer, click the 'Open' button on the bottom right-hand side of the panel and it will upload the document into the driver wallet.

  2. Keep documents valid using document expiration dates

    Toggle the 'Document expires' on and use the drop-down menu directly below to set an expiration date using the calendar function.

    When the document expires, Whip Around will automatically tag the document with an 'expired' tag. This way it's easy to see at a glance which documents are expired, or you can search using the tag to bring up all the expired documents.

  3. Protect driver privacy by controlling document access roles and permissions

    Private employee documents are kept confidential within Whip Around.


    By default, the Admin of Whip Around will automatically have access to employee documentation. Managers and Team Managers will need to be granted access by either the Admin or the user that owns and uploaded the document. Drivers do not have access to each other's documents and, have "view only" document permissions.
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  4. Review the user access permissions for Wallet below. 
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    Click the 'User access' drop-down to select which personnel should have access to the document.
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  5. Setup document expiration reminders

    Toggle on 'Expiry reminder' and using the drop-down options, choose either "30 days", "60 days" or the "custom date" to set the date for the reminder to trigger.

    By default you and the driver will be sent the reminder.

    You can send reminders to other users as well by going into 'Select users' and selecting who to remind from the list of users.

  6. Keep organized with tags

    Tags are a helpful way to organize and quickly find documents in Whip Around. By adding tags to your documents, you can group related documents together and make searching and sorting easier.

    Tags are descriptive labels that can be added to documents. When you search for a specific tag, all documents associated with that tag will appear in the search results.

    Using tags can save time and make it easier to locate important documents when you need them. By using tags, you can keep your documents organized and quickly find the information you're looking for.

If you need more assistance, reach out to one of our helpful Technical Support Specialists via chat at the bottom right of this screen.

Learn more about how to get started with the Fleet Manager/Manager/Team Manager and Driver Wallets in the articles below:
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​The Asset Wallet in Whip Around – for Fleet Managers
​Asset Documents in Wallet and the Whip Around mobile app – For Fleet Managers
​Wallet in the Drivers mobile app – For Drivers
​Whip Around Wallet User Access and Permissions – For Fleet Managers & Drivers

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