Export Driver Attachment Files

Purpose

This article explains how to export stored document attachments from a driver's profile in Encompass. The process uses a secure email link with an access code to share driver-related documents in a controlled manner.

When to Use This Article

• You need to download or share attachments stored on a driver's profile.
• You need to securely email driver documents to yourself or another recipient.
• A customer asks how to get copies of files attached to a driver record.

Steps to Follow

1. Go to Drivers > Roster.

   

2. Search for the driver and open their Driver Profile.
3. Click the Attachments Tab.
4. Check the boxes next to the attachments you want to export.
5. Type in the email address where you want the attachments sent.

6. Click the Email Selected Files button.

   

7. Open the email you receive and click "Click here for link."

   

8. On the access page, click Send Code.

   

9. Check your email for the access code.

   

10. Enter the access code on the website and click Go.

11. Select the files you want to download, or click Download All.

    

What Not to Do / Common Pitfalls

• Do not skip the access code step -- the download link will not work without entering the code.
• Do not enter an incorrect email address, as the secure link and access code will be sent there and cannot be redirected.
• Do not attempt to share attachments by copying the download link to others -- the access code is tied to the original email address.

Escalation Path

• If the email with the download link never arrives, check the recipient's junk/spam folder.
• If the access code does not work or the download page returns an error, contact J. J. Keller support at 1-800-327-1342.