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Step-by-Step guide

 

STEP 1:

Once in Nextgen, click on the EasyDocs logo on left task bar to enter.

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STEP 2:

You will have now reached the document library.

From here you will able to upload a document to send a driver or vehicle. These files could be OHS documentation to conditions or permits.

 

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STEP 3:

Add and associate documents to your devices in these easy steps:

 

3.1 Create a folder by selecting 'NEW FOLDER' at the top of the screen.

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3.2 Select 'UPLOAD NEW DOCUMENTS' at the top of the screen and select "Add new Files".

From their select the document you wish to transfer from the dialog box that opens.

 

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3.3 Follow the prompts and ensure you assign the documents to a folder.

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3.4 Your documents will now appear under the folder(s) you have organised them into. To start associating:

 

a. Select the folder you assigned the document to from the list.

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b. Either tick the checkbox next to the document name and click ‘ASSOCIATE' or Click the 'associate' icon next to the document name: 

 

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STEP 4:

Next a document association window will open. Choose the vehicles you would like to associate with the document being sent.  Once this is done, click associate and the task is complete.

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STEP 5:

 

Please watch the below video tutorial with has step by step instructions

 

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