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Documentation Index

Fetch the complete documentation index at: https://docs.tread.ai/llms.txt

Use this file to discover all available pages before exploring further.

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When to use this

Use document management when you need proof that a driver or vendor is legal to be on a job — insurance, CDL, drug-test, W-9 — and you want Tread to block dispatch when those docs lapse. Common requirement on public-works, union, and large-GC projects.

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How it works

Each driver and each vendor has a document shelf — a set of files and expiration dates. Tread tracks two things per document.
  • Status. On file, missing, or expired.
  • Expiration date. When the document stops counting.
When a dispatch (assigning a driver or vendor to an order) is attempted, Tread checks the assigned party’s documents against the requirements set on the project or order. If a required doc is missing or expired, the dispatch is blocked or flagged based on your settings. Drivers upload their own documents from the Driver App. Vendors upload theirs through the vendor portal. Office admins can upload on anyone’s behalf.

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Setup

1

Define your document types

In Settings → Compliance, add the document types you require (insurance, CDL, W-9, drug screen, etc.). Each gets a name and an expiration policy.
2

Set requirements per project or company

On a project, pick which document types are required for drivers and which for vendors. You can also set a company-wide baseline.
3

Choose block vs warn

Decide whether a missing or expired doc blocks dispatch outright or just warns the dispatcher. Most teams block insurance and CDL, warn on the rest.
4

Notify owners of expirations

Turn on expiration reminders. Drivers and vendor admins get a 30/14/7-day warning by email or SMS.

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Common pitfalls

Vendor docs are owned by the vendor, not by you. If a vendor refuses to upload, you cannot fix it from your side. Set the expectation during vendor onboarding — no docs, no dispatch.
An expired doc blocks dispatch even if the driver is already on a job. A doc expiring mid-shift will not pull the driver off the current load, but the next dispatch will fail. Run a weekly expiration report so you are not surprised on a Monday morning.