Feature Detail
Document and Information Management
A protected Document Vault concept for uploading, categorizing, previewing, attaching, and tracking freight documents and photos.
Access type
Available as protected Document Center upload workflow; camera/multi-page capture shown publicly as safe demo/design where provider support is needed.
Open Matching DemoDiscuss Partnership FitWhat it is
A permission-aware place for operational documents, receipts, photos, and expiration-related files.
Who uses it
Carriers, dispatchers, drivers, and operations teams managing paperwork.
Problem and value
Problem: BOLs, PODs, receipts, permits, photos, and insurance documents get lost across phones, texts, inboxes, and cloud folders.
Value: It gives freight documents structure, category, date, expiration, and related-record context.
Launch availability
Available at launch where listed for the user’s role and plan. Public pages provide explanation and fictional demos; protected member features require sign-in and role access.
Ownership and providers
Core workflow organization is Entirety360 Core-owned. External data, delivery, insurance, factoring, routing, traffic, messaging, calendar, and provider services may involve approved third-party providers, and separate provider fees may apply.
Safe demo displays
The matching demo uses fictional records, local demo actions, and sample status updates only. It does not expose protected records, real contacts, payments, SMS, private documents, or protected controls.
Information the user sees
- Document title
- category
- file name
- upload status
- expiration date
- verified badge
- notes
- linked business record
- preview
Information the user can add or change
- Upload file
- choose category
- set date/expiration
- attach to load/appointment/truck/broker/compliance
- add notes
- delete where allowed
Realistic workflow
- Take photo or choose file
- preview
- retake if needed
- choose category
- attach to record
- save
- track expiration if applicable
Screen layout
- Camera/file choices
- preview area
- category/date form
- related-record selector
- upload status
- document list
Actions available
- Take Photo demo
- Choose Existing Photo
- Upload File
- preview
- retake
- save
- retry upload
- download
Reminders and alerts
- Document expiration
- missing document
- POD upload reminder
- renewal reminder
Import / export status
Document metadata can be imported/exported by CSV; files themselves must be uploaded with size controls. XLSX must be labeled only if implemented/tested.
Next step
Open Document Vault in the public demo to see safe capture simulation.