| Audience | Drivers, Fleet Admins |
| Applies To | Fleet Dashboard > Workforce |
Introduction
Fleets can create custom Qualification Document templates in the Fleet Dashboard. Drivers can view these templates using the Motive Driver App.
Steps: Creating custom Qualification Document templates
1. Log in to the Motive Fleet Dashboard and click Workforce in the left menu.
2. To create a template, click the three dots next to Add Driver.
3. Select Create Qualifications Template.
Note: You can also create a template by following these steps:
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3. Click Create New to start a new custom template.
4. Drag and drop form elements and adjust fields as needed.
| Note: Expiration Date is a default field but can be marked as required to ensure expiration dates are entered when creating new documents. The Driver field can’t be removed, as each qualification document must be associated with a Driver. |
5. Fill out the template details and click Save.
6. Once saved, the template appears in the list of templates and can be selected when uploading new documents.
Related Content
- How to upload a Qualification Documents document in the Fleet Dashboard
- What are the default templates for Qualification Documents?
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