Keep field trip driver records linked to documents

Operations coordinators miss driver license or insurance uploads, leaving compliance records incomplete and risking trip approval. File-to-row matching keeps spreadsheet rows up to date, ensuring consolidated compliance checks.

Overview

Operations coordinators risk compliance gaps when driver licenses or insurance files aren’t linked to records. This workflow attaches each new upload to the matching driver row, eliminating manual file searches and keeping compliance records consolidated. Administrators report faster checks and far fewer manual lookups when file-to-row matching is in place.

Notable Features

Attach new files to rows
Match uploads to driver records
Notify operations of unmatched uploads