Wallet FAQs

The Documents tab found in Driver and Asset profiles allows Fleet Managers to upload, securely store, and view documents in Whip Around.

Documents are only available on the web platform and are not accessible in the mobile app. Drivers do not have access to Documents.

Please note: Accounts using Wallet will not see the Documents tab, as Wallet replaces Documents and provides additional document management functionality.

Documents are included as part of Whip Around.

The Wallet tab found in Driver and Asset profiles allows Fleet Managers and Drivers to upload, securely store, edit, and view documents in both the web platform and the mobile app.

Wallet also includes additional functionality, including:

• Setting document expiration dates and reminders

• Organizing documents using tags

• Assigning document access permissions

These features help ensure documents remain current, easy to find, and securely shared with the appropriate users.​
​Contact your friendly Customer Service Representative at Whip Around to activate your subscription to Wallet.
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Get hold of a Whip Around Customer Service Representative to have Wallet activated on your company account. As Wallet is an add-on, there is a fee to use it.

Once Wallet is activated for your company account, all Drivers and Fleet Managers will have a 'Wallet' tab in the Asset and Driver profiles.
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Wallet is charged per Driver profile as an additional add-on for a small fee. This applies to all Drivers in your company.

For example, if you have ten Driver profiles in your company, you will be charged for all ten Drivers to have Wallet.

Both live inside Wallet, but they store different types of documents.

The 'Asset Wallet' (found in an Asset or Vehicle profile) is used to store equipment-related documents such as registrations, insurance documents, and inspection or compliance certificates.

The 'Driver Wallet' (found in a Driver profile) is used to store personal documents such as driver's licenses, medical cards, and certifications.

Asset documents can be shared with other users across the fleet, while Driver documents remain private unless access has been granted.

When uploading or editing a document in Wallet, you can add an expiration date and configure an expiration reminder.

Wallet will notify the selected recipients before the document expires, helping ensure important documents such as licenses, registrations, and certificates

remain current.

This automated reminder functionality is one of the key advantages of Wallet over the free Documents feature, which provides document storage only.

Driver documents are private by default.

Drivers can only view their own documents and cannot access documents belonging to other Drivers.

Owners and Admins have full access to all documentation. Managers and Team Managers must be granted access to a Driver's documents by either an Admin or the user who uploaded the document.

Team Managers can only access documents for the Drivers and Assets assigned to the teams they manage.

For a full breakdown of document access permissions, please refer to the Whip Around Wallet User Access and Permissions guide.
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