> ## 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.

# Document Management & Dispatch Compliance

> Driver and vendor docs, expiration tracking, dispatch gating.

<Note>
  This feature is in active development. The page below describes what it will do. Reach out to your CSM if you'd like early access.
</Note>

## 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.

## 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](/concepts/orders-projects) (assigning a driver or vendor to an order) is attempted, Tread checks the assigned party's documents against the requirements set on the [project](/concepts/orders-projects) or [order](/concepts/orders-projects). If a required doc is missing or expired, the dispatch is blocked or flagged based on your settings.

## Setup

<Steps>
  <Step title="Define your document types">
    In Settings → Document Types, add the document types you require (insurance, CDL, W-9, drug screen, etc.). Each gets a name and an expiration policy.
  </Step>

  <Step title="Set requirements">
    Pick which document types are required for drivers and which for vendors. You can also set a company-wide baseline.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Common pitfalls

<Warning>
  **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.
</Warning>

<Warning>
  **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.
</Warning>