Transflo DMS Client User Knowledge Base
Transflo DMS SaaS Client App User Product Info
|Top KB Articles for DMS Users||Top Videos for DMS Users|
|Capture User Interface||Transflo: Where Trucking Meets Technology|
|Search for Documents in ezView||Log in to ezView|
|QuickView: View the Document List||Search for Documents in ezView|
|Workflow Web Client||View and Edit Documents in ezView|
|DMS Reports||Save, Print, and Email Documents in ezView|
Still Need Help?
Our Help Desk is available Monday to Friday
8:00 a.m. to 6:00 p.m. US EST (5:00 a.m. to 3:00 p.m. PST)
Call: 813-386-2378 or open a new help ticket
Frequently Asked Questions
A: DMS is a complete fleet management solution for any trucking company, no matter how big or small. Trucking companies are always on the move, so we built DMS to be mobile-friendly. Transflo DMS includes the following features and services:
- Assign Loads
- Batch Scanning for Documents
- Document Queue Management and Processing Systems
- Administration Tool for all Back-Office Processes
- Manage Clients
- Manage data, documents, and drivers from one platform.
- Send and receive messages and alerts with your drivers.
- Scan and send paperwork from anywhere, anytime including smart phones, truck stops, scanners, drop boxes, and more.
- Workflow and Transfer Services
A: Microdea (now a part of Transflo) supports many workgroup, departmental, and high-volume production Fujitsu scanners. All have excellent paper handling, image quality, and onsite support. Before purchasing a new scanner, you can always check with Microdea (now part of Transflo) support to ensure that it is compatible. Synergize and DMS leverage the very best technology in the marketplace and support scanners that are capable of meeting any scanning need including single and batch scanning, simplex and duplex scanning of various sizes, thickness, length, and color, and even scanning at high speeds while handling large volumes. We recommend scanners that are PaperStream compatible to reduce document preparation time and improve the readability of scanned images.
A: Microsoft Edge has replaced Internet Explorer. A pending 2022 Q3 Transflo DMS update will remove legacy DMS IE 11 dependencies. Contact your Transflo account manager or our Sales and Support team to arrange an upgrade.
After June 15, 2022, Internet Explorer 11 users must transition to a more modern, secure web browser such as:
Microsoft Edge (with a temporary option to reload pages in Internet Explorer mode to support legacy applications)
Microsoft Edge with Internet Explorer mode offers built-in legacy browser support and is officially replacing the Internet Explorer 11 desktop application, which will be retired and go out of support on June 15, 2022.
A: 4.9.3 Transflo 2012 R2 documentation might seem out of date but 80% of the core feature content is still valid. The features were finalized in the 4.7.x version in 2017. We started developing new features and improvements in release 4.9 with releases in 2019 and 2020. As of 2022 and into 2023, version 4.9.3 is current for most apps. In general, where you see requirements for older specs such as Windows Server 2012, you can safely replace those references with newer specs such as Windows Server 2019 or 2022.
A: Experienced users can solve many issues themselves, but be careful! Our documentation cannot possibly include steps for customized configurations. The steps are often generic. Be advised that it is possible you might make a configuration change that prevents anyone, even our Support team, from recovering lost data. As a precaution, make frequent backups of your setup and config files. If you are unsure about any step, please contact Transflo Support for additional details.
A: Several APIs are available:
To learn more about the DMS API, see Transflo DMS Enterprise Client API.
To access the Synergize API documentation, see Synergize Integration API.
To access the separate Transflo API, navigate to http://svc.transflomobile.com/integration/sdk/index#.