Upload documents

The Documents module of the SCALAR Cargo app provides drivers with a secure, automated, and centralized document management solution. This module aims at digitalizing and streamlining the documentation requirements for defined workflows and for ad hoc data gathering, for example, consignment note, bill of lading, and expenses sheet, while a driver executes their work. These documents serve as evidence of proper handling and delivery of goods and visible to the dispatchers at the back office.

Scenarios for document upload

• Upload document independent of a workflow
• Upload document through a defined workflow

Upload document independent of a workflow #

This section describes how a driver can upload documents from the Documents tab independent of the workflow. These document types are mapped to a profile, which is assigned to an asset linked to a driver.

For more information, see Define document types and configure profiles.

1. Sign in to the SCALAR Cargo app on your smartphone device and ensure that you are linked to the correct asset. The Activities screen is displayed.



2. Tap Documents. The Documents screen is displayed.



NOTE:

Documents you have uploaded during the last 24 hours are listed.

3. Tap Add document. The Document types page is displayed.
NOTE:

Document types configured in your assigned profile are listed on this screen.



4. Select a document type from the list. The Document details screen is displayed.
NOTE:

In this example, ‘Bill of Lading’ is selected.



5. Tap Add photo. In this example, the document type format for upload is specified as ‘Photo’. As a result, you can upload only photos.
6. Tap the image source:
   • Camera: Take a photograph of the document to be uploaded.
   • Gallery: Select an existing image from your device gallery

   

7. Select the required photos. The selected images will appear as thumbnails on the Document details screen.
NOTE:

You can add a maximum of 10 photos.



NOTE:

Tap Delete  to remove the photos.

8. Enter additional information in the Comment box, if required.
9. Tap Submit document. The document is uploaded to the SCALAR app.

The uploaded documents are listed in the Your documents section on the Documents tab.

Upload documents through a defined workflow #

This section describes how a driver can upload documents through a defined workflow.

1. Sign in to the SCALAR Cargo app on your smartphone and ensure that you are linked to the correct asset.
2. Start an activity with a workflow linked. The subsequent steps demonstrate an example where a document must be uploaded as configured.
NOTE:
• You start an activity either from the Activities tab or while executing the planned action.
• When a document is required to be uploaded by the driver in a workflow, the document type is defined by the workflow and the driver can view the document details page, such as the one depicted below.



3. Tap Add scan (+) to scan the document.
4. In the Comment box, enter additional information, if required. Tap Next to proceed.

After answering all the questions, the responses will be summarized on a screen. You can now view your uploaded document on the Documents tab.

Upload ‘Signature’ document type

Document of type ‘Signature’ can only be uploaded from within a defined workflow. If a signature is required, it can be captured through the SCALAR Cargo app during workflow execution. For example, while after delivering the goods, the receiver could be prompted to insert their signature in the Signature box as illustrated in this image.