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Smart Drop +

Updated over 2 weeks ago

How it works

Bulk Upload up to 1000 Documents Using Bot

Smart Drop + lets you upload up to 1000 documents of the same Doc Type in a ZIP file (e.g., Registrations, FHA Inspections).

How It Works

  • File names don’t matter; the bot scans page 1 (PDF preferred; JPG/PNG supported).

  • For Vehicles/Trailers, it looks for VIN # or Unit #.

  • For Drivers, it looks for License #.

  • If not found, the document goes to the Review tab.

  • Refresh the Documents page to see upload reports after completion.

Steps

  1. Go to DocumentsSmart Drop + (Top Right Menu).

  2. Upload a ZIP file (select all files → zip them, not the folder).

  3. Select the Bot Type:

    • Registration

    • FHA Inspection

    • Permit / Other

    • CDL

    • Medical Card

Bot Processing Types

  • Registration

    • Expiry Date Required: Yes → if not found → goes to Review.

    • Model: Vehicle or Trailer.

    • Doc Type: Registration.

    • Description: e.g., “Registration 2025”.

  • FHA Inspection

    • Expiry Date: Bot sets +1 year from inspection date.

    • Model: Vehicle or Trailer.

    • Doc Type: FHA Inspection.

    • Description: e.g., “FHA Inspection”.

  • Permit / Other

    • Expiry Date: Set fixed date or leave empty.

    • Model: Vehicle or Trailer.

    • Doc Type: Any (e.g., “NY Permit”).

    • Description: e.g., “NY Permit 2025”.

  • CDL

    • Expiry Date: Bot finds expiry.

    • Model: Driver.

    • Doc Type: CDL.

    • Description: “CDL”.

  • Medical Card

    • Expiry Date: Bot finds expiry.

    • Model: Driver.

    • Doc Type: Medical Card.

    • Description: “Medical Card”.

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