Scan and Send Load Documents in Older App Releases

If you still see the following screen examples, your device is not yet running the new user interface for document scanning known as the 6.0 release (available July 31, 2023) or your custom app simply continues to use these classic steps. Most fleets and independent drivers will benefit by upgrading to the new release; however, check with your manager. Some fleets might delay or schedule their upgrades as a group at a later date and can continue to use the following pre-6.0 or classic steps and screens.

 

1. On the dashboard, tap Scan Documents.

   

2. To add existing photos of documents saved on your mobile device, tap the blue ADD EXISTING button.

   

   1. Search or swipe down to locate your document.

      

   2. Tap Accept.

      

3. To take a new photo of a document, tap on the green USE CAMERA button:

   1. If prompted, allow camera access.

      

   2. Place document on a flat, dark or contrasting non-glare surface with adequate bright surrounding light.

      • If the document is on glossy paper or a shiny surface, we recommend that you turn OFF the camera flash feature on your device.

      • Bright light and flash are recommended for poor-quality documents, multi-part carbon copy forms, or documents on colored paper.

   3. Turn the camera flash feature ON or OFF by tapping Auto, On, or Off next to the white flashlight icon at the top.

      

   4. Fill the entire screen with the document. Keep your hands steady and try to remain stable when taking the picture. If you are in-cab, turn off your engine to eliminate vibration.

   5. To make barcodes more readable, position the document about 14 inches away.

   6. To get the best focus, wait for the blue Auto-Focus square to appear and then take the picture. You can also tap the screen to trigger the auto-focus and then take the picture. The Auto-Focus square is configurable, so it may or may not appear, based on your fleet settings.

   7. Tap Snap to take a photo of the document (or page 1 of a multi-page document).

      

   8. On the Cropping screen, drag the blue dots around the document corners to crop the image. Tap Next.

      Example 1: You can crop a live photo when using the camera.

      

      Example 2: You can crop an existing photo of a document you already scanned.

      

   9. To make light text more clear, tap the BRIGHTNESS feature at the bottom of the screen. Darken can be tapped multiple times to continue darkening the text. If the page becomes too dark, tap the Lighter feature, to reverse the changes.

      

4. On the Scan Adjustments screen, make any necessary edits to the image of the document using the buttons on the bottom. When the image has been edited, tap Accept in the top right corner.

   

5. On the Choose document type window, tap the type of document you just scanned. Tap Accept.

   

6. Tap one or more documents to send in this batch and then tap Next.

   

7. Enter your driver ID, description, load number, and truck number. Tap Next.

   

8. To add more documents or pages to send in this same batch for the same load, tap the blue Add Pages button and repeat the steps above for adding existing documents or using the camera.

9. (Optional) If you need to cancel and return to the dashboard, tap the red Discard All button.

10. When all the document images for this load have been added, tap the green Send All button.

    

11. Your batch confirmation number appears. You can make a note of it now or refer to the text message, e-mail, or in-app notification you will receive later.

    

12. (Optional) To view those documents again later (over the next 14 days), go to transfloexpress.com and enter the confirmation number.

    

13. Tap Close in the top right corner of the screen to go back to the dashboard.

14. If you perform the steps above and tap Send All and get the following message, it means your documents are almost ready to be sent but you lost your data or Wi-Fi network connection:

    Unable to upload. Would you like to add to the upload queue or cancel and try again?

    To learn more about this new offline scanning feature, see Scan and Send Load Documents.

 

Optional videos for users still on older releases of the mobile app (for example, a classic custom or "white-label" edition of the app):