Business Packet Center

Build packets without re-uploading the same records every time.

When someone requests documents, prepare a Business Packet from records you already have organized. Choose which records to include. Nothing is shared automatically. Your full Records Hub stays private.

Get Started View Pricing
Driver-Controlled Sharing
View-Only Links
Access Can Be Revoked
Packet Links Expire
Views Can Be Logged

Why It Matters

Stop starting over every time someone asks for documents.

Repeated broker and carrier document requests are a real pain point. The Business Packet Center helps you prepare a packet from records already organized in your hub — choose what to include, share a secure link or download the files you want to send, and keep your full Records Hub private.

Share a secure packet link with expiration and revocation control, or download your packet files and send them from your own email. You choose the method that works for you.

Reuse organized records

Build packets for carrier lease-on, insurance quotes, tax prep, maintenance history, finance, claims, permits, and more — without starting over.

You control what is included

You choose which records are included. Share a secure packet link or download and send a packet from your own email when you are ready.

Your full hub stays private

You choose which records are included. Your full Records Hub, other documents, and file details remain private.

Review before you send

See which records are included and which are missing before you download and send a packet.

Packet Types

One hub. Many packet needs.

Create packets for the people and providers you authorize.

Carrier Onboarding / Lease-On Packet
Insurance Quote Packet
Insurance Renewal Packet
Tax Accountant Packet
Maintenance History Packet
Truck Finance Packet
Trailer Leasing Packet
Claims Packet
IFTA / IRP Packet
Factoring / Fuel Card Packet
Permit / Roadside Packet
Safety & Fraud Documentation Packet
Complete Load Packet
Settlement Summary Export
Personal Records Packet
Broker Setup Packet
Shipper / Direct Customer Setup Packet
Authority Records Packet
Custom Packet

Each packet can be built for a specific purpose, and the driver chooses what records are included.

How Sharing Works

Choose. Review. Prepare. Share.

Share a secure packet link with expiration and revocation control, or download the files to send from your own email. You choose the method that works for you.

01

Choose the packet type.

Start with the purpose, such as insurance quote, tax accountant, carrier lease-on, claim file, or custom packet.

02

Select the records.

Choose which records should be included and remove anything that does not belong in that packet.

03

Share or download your packet.

Share a secure packet link with expiration and revocation control, or download the cover sheet, selected files, or a ZIP.

04

Send it your way.

Share a secure link so recipients can view the packet online, or email the downloaded files from your own email account.

Packet Preview

See what is included before you send.

The Business Packet Center makes it easy to see which records are included, which records are missing, and where each document came from before you download and send a packet.

Included records
Missing items
Document source
Document date
Expiration date, when applicable
Cover sheet
File and ZIP download
Driver-selected contents
No full-hub browsing

Insurance Quote Packet

6 records ready
ZIP export
1 item missing
You control contents

Included Records

CDL Front & Back

Driver Uploaded · Jun 2025

Medical Card

Driver Uploaded · Mar 2026

Truck Registration

Driver Uploaded · Jan 2026

Insurance Certificate

Insurance Agent Provided · Apr 2026

Maintenance Summary

Maintenance Vendor · May 2026

Mileage Summary

Driver Uploaded · Jun 2026

Loss Runs / Claims History

Insurance Agent Provided · Feb 2026

Policy Declarations Page

Missing

You choose what is included — not your full hub.

Download and send from your own email.

Control and Visibility

Your packet should not open the door to your whole hub.

Clear To Roll is designed around selected sharing. Share a secure packet link with expiration and revocation control, or download the files to send from your own email. You control every share.

Selected Records Only

Packets only include the records you choose — never your full Records Hub.

Cover Sheet & File Downloads

Download a packet cover sheet, individual files, or a ZIP to send yourself.

Expiration Dates

Set an expiration date for shared packet links so access automatically ends when you choose.

Revoke Access

Revoke a shared packet link at any time. An active link stops working immediately when revoked.

Sharing Activity Logs

Track packet views and activity so you can see when a recipient has accessed the packet.

No Full-Hub Browsing

Recipients only see what is included in the packet, never the full hub.

Driver-Authorized Recipients

Packets are not just for carriers.

Create packets for the person, company, or provider you authorize.

Carriers
Brokers
Insurance Agents
Tax Accountants
Maintenance Shops
Finance Companies
Leasing Companies
Claims Contacts
Factoring Companies
Fuel Card Providers
Permit Services
Other Driver-Authorized Recipients

You decide who receives a packet and what records are included.

Business Packet Center Questions

Clear To Roll includes packet options for common driver and owner-operator record needs, including broker setup, shipper or direct customer setup, authority records, insurance, claims, tax, maintenance, factoring, equipment, roadside records, and custom packets. Packet contents are driver-selected, and recipient requirements may vary.

You can share a secure packet link directly from Clear To Roll, or download the packet files or ZIP and send them from your own email. You choose the method that works for you.

No. Carrier lease-on packets are one option. You can also create packets for insurance, tax, maintenance, finance, claims, permits, factoring, fuel cards, personal records, and other driver-authorized purposes.

No. You choose which records are included in a packet. The recipient only sees the files you selected for that packet — never your full Records Hub.

Yes. You can revoke a shared packet link at any time. An active link stops working immediately when you revoke it.

You control the expiration date for a shared packet link. An active link automatically stops working when it expires, or you can revoke it sooner.

Yes. You can download the packet cover sheet, selected files, or a ZIP to send from your own email, or share a secure link so recipients can view or download the packet online.

No. Clear To Roll helps organize and share driver-authorized records. Each recipient is responsible for its own required review, process, and decision.

Ready to build packets without starting over?

Keep your records organized in one hub, then create selected packets when opportunity calls.

Get Started View Pricing
Driver-Owned
Driver-Controlled
View-Only Packet Links
Access Can Be Revoked
One-Time ZIP Download If You Cancel