{"id":1379,"date":"2025-10-29T14:37:51","date_gmt":"2025-10-29T13:37:51","guid":{"rendered":"https:\/\/www.help.headlight.tech\/?post_type=ht_kb&#038;p=1379"},"modified":"2026-03-18T11:23:27","modified_gmt":"2026-03-18T10:23:27","slug":"creating-driver-documents","status":"publish","type":"ht_kb","link":"https:\/\/www.help.headlight.tech\/?ht_kb=creating-driver-documents","title":{"rendered":"Creating Driver Documents"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote\">\n<p>Learn how to upload new driver guides, manage visibility rules, and limit access to specific suppliers or platforms.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(68.1102% + 41px); height: 0px; width: 100%;\"><iframe src=\"https:\/\/demo.arcade.software\/kBdtfKsQv23r9PBbPcRc?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" title=\"Headlight | Workflows\" frameborder=\"0\" loading=\"lazy\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\" allow=\"clipboard-write\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n\n\n<h2 class=\"wp-block-heading\">Access the Documents Page<\/h2>\n\n\n\n<ol>\n<li>Click the <strong>Chat icon<\/strong> at the top right of any Headlight page.<\/li>\n\n\n\n<li>Open the <strong>Documents<\/strong> tab.<\/li>\n\n\n\n<li><strong>Company Documents<\/strong> are general resources (e.g., car policy PDFs or supplier brochures) visible to all drivers on their home page.<\/li>\n\n\n\n<li>As Fleet Manager, use the <strong>\u201cView\u202fas\u201d<\/strong> dropdown to preview documents from a driver\u2019s perspective.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Add Documents to Headlight<\/h2>\n\n\n\n<ol>\n<li>Go to <strong>Resources \u2192 Documents<\/strong>.<\/li>\n\n\n\n<li>Click <strong>\u201c+\u201d<\/strong> to upload new files (drag\u202f&amp;\u202fdrop supported).<\/li>\n\n\n\n<li>Select <strong>Document type<\/strong> \u2192 \u201cOther\u201d (optional).<\/li>\n\n\n\n<li>Set <strong>Visibility\u202f=\u202fEmployee<\/strong> \u2014 essential for drivers to access documents.<\/li>\n\n\n\n<li>Click <strong>UPLOAD<\/strong>, then confirm when the green dialog appears.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>All uploaded files become available for use in Driver Documents.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Add Files to Driver Documents<\/h2>\n\n\n\n<ol>\n<li>Return to <strong>Chat\u202f\u2192\u202fDocuments\u202f\u2192\u202f\u201c+\u201d<\/strong>.<\/li>\n\n\n\n<li>Enter the document\u2019s <strong>Name<\/strong>, optional <strong>Company<\/strong>, and <strong>Description<\/strong>.<\/li>\n\n\n\n<li>Choose the file from the dialog window and <strong>Select\u202fDocument<\/strong>.<\/li>\n\n\n\n<li>Press <strong>SAVE\u202f\u2192\u202fCONFIRM<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p>Your document is now visible to all drivers by default.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Set Conditional Rules<\/h2>\n\n\n\n<p>Limit visibility to specific drivers or suppliers:<\/p>\n\n\n\n<ol>\n<li>Click the <strong>Pencil<\/strong> icon \u2192 <strong>Edit\u202fdocument\u202frules<\/strong>.<\/li>\n\n\n\n<li>Choose <strong>Condition\u202fType\u202f=\u202fEquals<\/strong>.<\/li>\n\n\n\n<li>Set <strong>Parameter\u202f=\u202fvehicle\/supplier<\/strong>.<\/li>\n\n\n\n<li>Type the supplier name (e.g.,\u202f<code>ALPHABET<\/code>) as the value.<\/li>\n\n\n\n<li>Click <strong>OK\u202f\u2192\u202fSAVE\u202f\u2192\u202fCONFIRM<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p>Hover over a document name to preview its setup.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Review as Driver<\/h2>\n\n\n\n<ol>\n<li>Use the <strong>\u201cView\u202fas\u201d<\/strong> dropdown to select a test driver.<\/li>\n\n\n\n<li>Confirm the correct documents appear based on supplier conditions.<\/li>\n\n\n\n<li>Close Driver\u202fView by clicking the <strong>X<\/strong> in the dropdown.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Summary<\/h2>\n\n\n\n<p>You\u2019ve created and configured Driver Documents in Headlight \u2014 including uploads, visibility rules, and validation from the driver\u2019s perspective.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Next: Learn <a href=\"https:\/\/app.arcade.software\/share\/ojDpGwvHQGiN72VePkkO\">Adding\u202fFAQs<\/a> and <a href=\"https:\/\/app.arcade.software\/share\/YbR97GMkRuE6wrnXkmMn\">Adding\u202farticles\u202fto\u202fthe\u202fKnowledge\u202fBase<\/a>.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to upload new driver guides, manage visibility rules, and limit access to specific suppliers or platforms. Access the Documents Page Add Documents to Headlight All uploaded files become available for use in Driver Documents. Add Files to Driver Documents Your document is now visible to all drivers by&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[169],"ht-kb-tag":[43],"_links":{"self":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1379"}],"collection":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1379"}],"version-history":[{"count":3,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1379\/revisions"}],"predecessor-version":[{"id":2669,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1379\/revisions\/2669"}],"wp:attachment":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1379"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=1379"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=1379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}