Attach driver files
You will have the driver’s contract, photograph, training certificates and other papers attached to the record where anyone with access can view or download them.
Not everything about a driver has an expiry date. Employment contracts, a passport photo, a signed declaration, a pre-test check form: these go on the Driver Files tab of the record. Files here are stored and listed; they do not appear on Document Tracking and do not raise reminders. Use the Documents tab for anything with an expiry.
Before You Start
- The driver record exists.
- The files, as PDF or image, on the computer you are working from.
Steps
- Open Drivers, find the driver and open the record for editing.
- Open the Driver Files tab.
- Click the upload action and choose one or more files. Name files clearly before uploading, for example contract-2026.pdf; the name is what you will see in the list.
- Click the star on a file you want to find quickly, such as the current contract. Starred files are marked in the list.
- Use view to open a file in the browser and download to save a copy.
- Use delete to remove a file that was uploaded by mistake. Deleting is permanent; download a copy first if you are not sure.
Actions on the Driver Files tab
Action | What it does | Notes |
|---|---|---|
Upload | Adds one or more files to the driver | PDF and image files |
View | Opens the file in the browser | No download needed |
Download | Saves a copy to your device | |
Star | Marks the file as important | Use for the current contract |
Delete | Removes the file | Cannot be undone |
What This Changes
- The file is listed on the driver’s Driver Files tab for every user with access to the driver record.
- Nothing changes on Document Tracking, the dashboard or any report. Files here are storage only.
Tips
- Keep the signed copy of any salary agreement here, next to the salary settings it supports.
- Custom forms such as a pre-test check form are also data sources for the custom report builder; attach the signed PDF here and keep the form entry for reporting.
- If a driver sends a file on WhatsApp, it lands in AI › AI Inbox; from there it can be attached to the right record.
Frequently asked questions
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.