There are two ways to get documents into your FleetDocs Account: email them to your FleetDocs.com email address, or send them via the mobile app.
When you log into your account, all of your documents are listed in one place. You can search/sort by Document Type, Load Number, File Name, Email Subject Line, Source Type, and Status.
To select a document, click the file name. You have the option to Save, Delete, Reject, Download, Email, Print, or Cancel a selected file.
You’re able to reject photos submitted from mobile devices. When you do, you’re asked to select a reason.
The driver is then notified and prompted to retake the photo.
To delete a document, click the red X button.
When emailing a document, always make the subject line the same as the load number associated with the attached document. This will expedite your billing file creation process by automatically pulling documents together with the same load number associated.
Select from completed billing files you’ve created for each load, or click the top box to select all.
Click Create Assignment Schedule and choose which account you need your funds sent to. Choose one or multiple accounts. (Note that the account you choose first will take priority when advancing funds.)
After selecting an account, the Method field auto-populates.
Enter the amount you want dispersed to that account.
To add additional accounts, click the green “+” button to select the appropriate account. The remaining balance will be sent to the account you choose.
Check the box authorizing the assignment of these invoices to WEX Bank.
Check the status of this assignment schedule under the Manage Assignment Schedules tab