By being a part of our trading community on the Exchange, you are agreeing to operate in a professional and trustworthy manner. This means you must have all your documents and licenses up to date and we make it easy for you to manage them using the CX Fleet app.
IN THIS ARTICLE
How to upload documents via the app
There are 3 ways you can upload documents on the app:
- Taking a photo
- Choosing an existing file
- Scanning a document
Step 1) Tap on the drop-down in the top left of the screen.
Step 2) Tap on ‘Profile & Documents’ and then on ‘Documents’.
If you’re using an Android device, you will see a camera icon and on iOS, this will be a ‘+’ icon.
Step 3) Here you have the option to either ‘Take photo’, ‘Choose existing’ from your device’s gallery, or ‘Scan’ a document.
Taking a photo
Tap on the ‘+’ or camera icon and select ‘Take a photo’.
When you’re done, tap ‘Use Photo’.
We recommend that you crop the image to size, so it looks clear and professional.
Tap the checkmark when done.
Next, select your document type and make sure to enter the expiry or renewal date of the document before you proceed.
Choosing existing files
Choosing existing files opens your device’s media gallery. Select the document you need, crop it, complete the fields and tap the check mark when done.
Scanning a document
When scanning a document, focus your camera on the document you’d like to upload, take a picture of it and scale it to your liking.
Once you’ve scanned everything, tap “scan complete”.
Don’t forget to name your documents and add their expiry/renewal dates.
How to upload pictures of your vehicles
Step 1) Open the main menu on the top left of the screen and tap on ‘Vehicle Settings’.
Choose the vehicle in your fleet that you’d like to upload pictures of.
Step 2) Upload pictures of your vehicle (front, back and side).
These pictures are visible to other members on the Exchange and gives them more information about your vehicle when they’re looking for carriers.
Step 3) Tap the checkmark when done.
How to delete documents
To delete an uploaded document, swipe left, and tap ‘Delete’.