Document upload needs to be done within 24 hours of completing the load. This can be done by the driver through the app or it can be completed by the admin in the portal once the driver completes the load in the app. The faster documents are uploaded, the faster carriers will get paid.
Driver Document Upload
For the driver, uploading documents can be completed through the 5F OTR app during the load.
We will need a clear picture with all four corners of each document. The paperwork submitted will need to include all pertinent information for the load (ex: container number, seal number, chassis number). The required documents include:
Out-Gate Receipt
POD from the customer
In-Gate Receipt
Admin Document Upload
If the admin chooses to upload documents, this can be done when the load is completed in the portal.
Navigate to the "Completed Loads" page
Any loads that will need documents will be under the "Action Needed" tab
You will click on the load you have documents for and click "Upload Documents"
Once all documents are uploaded, the load will need to be approved for invoicing by the admin. These steps need to be done within 24 hours of completing the load. If any paperwork is still needed or there are issues with current documents, this will also show up in the "Action Needed" tab.
Accessorial Upload
Still on the “Action Needed” tab, click on the desired load.
Scroll down to the “Charges” section and click the blue “+” so you can choose the charge type and enter the amount.
3. Once we have the charge we will need documentation. Go to the accessorial added and again click the blue “+” next to that charge to upload the receipt.
4. Once this is completed and all documents are uploaded you can “Approve For Invoicing”.
