Document Inbox
Use your Document Inbox as a holding area for files before they are sorted into your Records Hub. Upload documents, review what came in, and save records where they belong.
Document Inbox
sample.driver@docs.cleartoroll.com
Insurance Certificate
Insurance Agent Provided
Medical Card
Driver Uploaded
Maintenance Receipt
Maintenance Vendor Provided
Settlement Statement
Email Received
Not a regular email inbox.
Why It Matters
Driver records end up scattered across phones, email, paper folders, downloads, binders, and multiple cloud accounts. The Document Inbox gives you a secure intake area to upload files, review what came in, and save records into the right folder — so they are easier to find the next time you need them.
Upload documents you need to sort later
Drop files into the inbox before deciding where they belong. Nothing gets lost across emails, downloads, or old folders.
Review before saving
New files land in a pending review queue before they become part of your organized Records Hub.
Track the source
Tag where each document came from — driver upload, email, carrier, insurance agent, maintenance vendor, and more.
Move records into the right folder
Save files into Driver Documents, Insurance Files, Maintenance Records, Tax Folders, Load Files, Incident Files, and more.
Document Intake
Phone or Computer Upload
Upload files directly from your phone, tablet, or computer when you already have the document.
Document Inbox Address
Use your secure Document Inbox address to help collect records from the people and providers you authorize.
Admin or Manual Intake
Records can be manually added, reviewed, source tagged, and saved into the correct hub category.
The Document Inbox is a secure intake area for records. It is not a regular everyday email inbox.
How It Works
Receive the record.
A file is uploaded or received into the Document Inbox intake area.
Review the file.
The record appears in a pending queue so it can be checked before it is saved.
Tag the source.
Add the document source so the file history is easier to understand later.
Save to the hub.
Move the record into the right category so it can support reminders, packets, summaries, or future sharing.
Document Source
Source tagging helps drivers and admins understand how a record entered the hub. That matters when files are used in packets, summaries, reminders, or later review.
Save to Hub
After a document is reviewed, it can be saved into the right part of the Clear To Roll hub so it is easier to find, track, and use later.
Save Pending Document
Insurance Certificate
PDF · Received today
Document Source
Suggested Category
Saved documents can support packets, reminders, summaries, and organized recordkeeping.
Control and History
The Document Inbox should help track important activity, such as when documents were received, reviewed, saved, discarded, source tagged, or moved into a hub category.
Start your driver-owned hub and keep new documents moving into the right place.