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Whip Around Wallet
Add driver documents to Whip Around Wallet
Add driver documents to Whip Around Wallet

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

Updated over a week ago

Adding documents to drivers with expiry dates and tags with the Whip Around Wallet add-on.

Audience

Fleet Managers, Fleet Admins

Applies to

Web platform

Plans

Wallet Add-On

In this article

  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 expiry dates

    Toggle the "Document expires" on and use the drop-down menu directly below to set an expiry 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.

  4. To see a full breakdown of user access permissions for Wallet, click here.

    Click the "User access" drop-down to select which personnel should have access to the document.

  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 organised with tags

    Tagging your documents is an incredibly helpful tool to get the most out of your organization system. Not only can you save time looking for documents when you need them the most, but you can make searching and sorting a breeze by adding tags to each one. Read on to understand the basics of tagging and how to use it to its full potential.

    Tags are descriptive labels used to group and categorize documents, files, or items. This kind of categorization is helpful with finding documents at a later date, as you can search for the tags you’ve assigned. Tags are always associated with a document, and when you search for a particular tag, all related documents will appear.

    By understanding and utilizing the power of tags, you can organize, group, and search through your documents quicker and easier than ever before.


If you need more assistance, reach out to one of our helpful Customer Success Managers via the chat at the bottom right of this screen.

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