FileSafe Document Storage
There are four places in the PRO account that documents can be uploaded to: Load Planner, Loads, Expenses, and Maintenances.
Load Planner or Load:
To Attach a document to a Planned Load/load:
Click on the Load Planner/Loads tab in the top black navigation bar.
Click “view” under actions on the right side next to the planned load/load you’re wanting to attach a document to.
At the top, you will see tabs labeled “Attach Rate Con, Attach BOL, and FileSafe”. You can select any of these: the only difference is that if you are choosing “attach rate con” or “attach BOL”, the title will be auto-populated for you.
If choosing FileSafe, you will need to enter a title for the document you are uploading.
Click “choose file” next to “Attachment” Select the file that you want to upload.
Click “upload”
Expenses or Maintenances:
Click on the Expenses/Maintenances in the top black navigation bar.
Click “view” under actions on the right side next to the expense/maintenance you’re wanting to attach a document to.
At the top, you will see tabs labeled “Attach Receipt and FileSafe”. You can select any of these: the only difference is that if you are choosing “attach receipt”, the title “expense/maintenance receipt” will be auto-populated for you.
If choosing FileSafe, you will need to enter a title for the document you are uploading.
Click “choose file” next to “Attachment” Select the file that you want to upload.
Click “upload”
To Manage FileSafe storage amount:
Users will get 250MB of free storage. After that limit is reached, we have several tiers of storage that are able to be added.
Click on Settings & More in the top black navigation bar.
Click Edit Plan. You will see the available tiers to choose from.
Select the plan you want and click Subscribe.
To Manage Current FileSafe Documents:
Click on Settings & More in the top black navigation bar.
Click List Files.
You will see a list of documents that have been uploaded. It will display the date it was uploaded and which section it was connected to.