Uploading and Managing Documents in Dash

Dash makes it easy to upload, organize, and track documents for your drivers, employees, and company — all in one place. Documents are automatically categorized and monitored, so you don’t need to worry about folders or manual organization.

You can upload documents for any employee, not just drivers enrolled in a Driver Qualification (DQ) program.

Where Documents Live in Dash

Documents in Dash are stored within applicant and employee profiles.

• Applicants: Documents collected during the application and screening process

• Employees: Ongoing compliance and employment-related documents

To view documents:

1. Go to Employees (or Candidates)

2. Select the applicant or employee

3. Open the Documents tab

All documents related to that person are available in one place.

Uploading a Document to an Employee Profile

Step-by-step:

1. Go to the Employees page or use Global Search to find the employee

2. Click the employee’s name to open their Employee Profile

3. Open the Documents tab

4. Select + Upload

5. Choose the document type that best matches what you’re uploading

6. Upload your file and complete any required details

7. Click Upload Document

Choosing the Right Document Type

When uploading, you’ll see a list of document types to choose from.

• Documents shown at the top are commonly required for DOT-regulated drivers

• These may include required consents or compliance-related paperwork

• Custom documents created by your company appear at the bottom of the list

If a blank form or template is available, you’ll see a Download Template option during upload.

What Happens After You Upload

Dash handles organization and tracking automatically:

• Documents are categorized by type — no folders needed

• Some documents require additional details (like issue or expiration dates)

• Many compliance documents are monitored for upcoming expirations

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Good to know:
If you upload a document that belongs in a Compliance File and one doesn’t already exist, Dash will automatically create it for you.

Using Custom Documents

Custom Documents allow you to track company-specific paperwork — such as internal policies, training acknowledgments, or location-specific forms — within employee profiles.

Before uploading a Custom Document:

Custom Documents must be created in Settings first.

1. Go to Settings → Documents → Custom Documents

2. Add a new document and choose your configuration options

3. Turn on Expiration Date if you want alerts when the document expires

4. Save the document

Once created, the document will appear as an option when uploading documents for candidates and employees.

💡Learn more about how custom documents have changed in Dash.