Structured Intake
Receive CDL, medical certificate, MVR, insurance, W-9, I-9, BOL, POD, lumper receipt, rate confirmation, invoice, and inspection evidence with the source and reason intact.
Document Control
Every Document. Visible and Controlled.
Bring intake, classification, review, expiration, version history, access, and release into one accountable record.
Document Control
Every file shows type, owner, state, evidence, and next action.42Active DocumentsVisible records
7Need ReviewOwner assigned
5Expiring SoonRenewal watch
Illustrative demo data.
Document control capabilities
Classification & Ownership
Classify each file by document type, driver or record owner, workflow affected, access level, and reviewer responsibility.
Version & Expiration Control
Track current, superseded, expiring, rejected, and ready-for-release versions without deleting historical evidence.
Review & Release
Keep review, approval, rejection, release, exception notes, and audit history tied to the same operating record.
Document Control Portal
A readable control room for uploads, review states, versions, access, and release actions.
Explore Document Control DemoThe portal contains the dashboard: synthetic document records, status labels with text, reviewer ownership, expiration dates, access level, next action, and record-level controls.
Document Control Portal
Demo environment
42Recent uploads
7Need review
5Expiring soon
3Ready for release
| Recent upload | Type | Owner | Classification | Status | Expiration | Version | Reviewer | Access | Next action |
|---|---|---|---|---|---|---|---|---|---|
| CDL-DRV-2048 | CDL | M. Alvarez | Driver qualification | Reviewed | Nov 12, 2026 | v2 | Safety lead | Safety / dispatch | |
| MED-DRV-3301 | Medical certificate | T. Brooks | Safety credential | Needs review | Aug 18, 2026 | v1 | S. Patel | Safety only | |
| RC-10482-DAL-MEM | Rate confirmation | TMS-LD-10482 | Load proof | Classified | Not applicable | v1 | Dispatch owner | Operations | |
| POD-1907-KC | POD | BOF-1907 | Settlement proof | Issue open | Not applicable | v3 | Billing owner | Billing / operations |
Document Workflow
Intake -> Classify -> Link to Record -> Review -> Resolve Exception -> Approve or Reject -> Release -> Preserve Audit History
Every stage names the owner, state, consequence, next action, and retained evidence so a file becomes operating proof instead of a loose attachment.
Versioning and Expiration
Current, superseded, expiring, and rejected documents need different handling.
BOF keeps old versions as historical evidence while the current approved version controls the operating record. Expiration watches route renewal requests before credentials, insurance, or policy evidence become blockers.
Current approvedCDL-DRV-2048 v2 controls assignment review.
SupersededCDL-DRV-2048 v1 remains preserved in history.
Expiring soonMED-DRV-3301 routes renewal request to safety.
RejectedPOD-1907-KC v2 retained with rejection reason.
Review, Approval, Rejection, and Release
A review state should explain what changed and what happens next.
Reviewed
The file was inspected by the named owner, and the note explains what the review supports.
Approved
The illustrative record supports the approval state and can advance to the packet or controlled library.
Rejected
The record preserves the rejected file, reason, request, owner, and consequence instead of hiding the failed attempt.
Ready for Release
The document can be included in the release packet only when the shown record state supports it.
Access Control and Audit Trail
Sensitive evidence stays useful without becoming public.
The public page shows synthetic examples only. Access level, reviewer role, audit events, and retained evidence are visible so a fleet can see how document control is designed to support private, accountable workflows.
Source logged: driver upload
Classification changed: medical certificate
Reviewer note added: safety lead
Action recorded: request renewal
Access level retained: safety only
See BOF in Action
See Driver Vault Intake in Action
Document intake and readiness context
Retained for this pass. The existing Driver Vault video supports document intake and readiness framing; the video decision report notes that it should be rechecked later for legacy logo or outdated claim risk.
Captions or transcript support should accompany production video publishing.
Document Control
Make every file explain its status, owner, consequence, and next action.
BOF turns operational evidence into a controlled record that can be reviewed, renewed, released, and preserved.