E-DOCS SOLUTION OVERVIEW

E-DOCS SOLUTION OVERVIEW

DriverReach is creating a new comprehensive electronic document solution that will be a game-changer for your company. We are excited to share how we will be phasing feature roll-outs over the next several months. As always, our team strives to ensure the ultimate success of our customers, so your feedback is greatly appreciated.
We can’t wait for you to implement it into your process!

PHASE 1.0 - CREATE

In 1.0, the following functionality will be available:

  • Create your own electronic documents
  • Use various driver and company data points as
    insert fields
  • View ‘Preview’ of the document before it’s sent
  • Use simple text or email send capabilities
  • Store the documents in an organized manner
    based on your preferences

PHASE 1.5 - UPLOAD

In 1.5, the following  functionality will be available:

  • Upload existing documents such as
    government forms
  • Insert fields directly onto the uploaded
    document
  • Improve the driver experience with pre-existing accounts

PHASE 2.0 - NEW UI & FIELDS; COUNTER SIGNATURES & STATUS OF DOCS

In 2.0, the following functionality will be available:

  • A new interface to make creating documents even
    easier
  • New insert fields will be available for the document:
  • Ability of users to add their signature to
    documents such as letters
  • Counter signatures for legal documents
  • Ability to have custom data points as insert fields
  • Free text input from recipients
  • Checkboxes when recipients need the ability to
    make multiple selections
  • Radio buttons when the recipient needs to make
    one selection
  • Mobile-first driver experience improvements

04

Enjoy the app

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Key features

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Automatic Payouts

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Incoming Payments

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Cash Management

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Digital Wallets

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Investing Operations

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Direct Debits

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