Skip to guide
HelpGuides ↓
Main website ↗

Consents & documents

Create, activate, and edit a consent

Set up a new company document, understand every field, and publish it to the applicant flow.

Admin4 min read

Open the correct company’s library

Sign in as a company administrator and open Settings → Consents. The ordinary company library lists documents belonging to your company. When working for a carrier through a recruiting relationship, open the carrier’s company page and its Consents tab so that the new document is associated with the intended carrier.

Select Create, then choose Custom consent for a blank form or From template to start with an available template. A template is a starting point: the new record is the company’s own copy, and later changes to that copy do not edit the original template.

Open the correct company’s library in Truckers Data — desktop view
Create opens the document type, title, editor, acceptance wording, and scope settings. Sample data.

Complete the document fields

FieldWhat to enterEffect
TypeDefault, Employment Verification, or Custom PDF.Controls whether the applicant sees an edited document, employer-specific authorization pages, or an uploaded PDF.
TitleA clear name such as Application Certification or Employment Verification Authorization.Appears above the public consent and is used in generated consent-file names.
ContentThe complete document wording, formatted in the rich editor.Used for Default and Employment Verification documents. It is hidden for Custom PDF.
AttachmentA readable PDF for a Custom PDF consent.Replaces the editor as the document shown in the public consent step.
Accepted lineThe statement displayed beneath the Agree checkbox.Explains what checking Agree means. The standard wording says the applicant understands and agrees to the document.
Is consent required to be accepted?On for mandatory affirmative agreement, off for an optional choice.Required consents cannot be passed without checking Agree.
Is consent applied to all applications?Normally leave off for a company-specific document.When on, the active document can be presented across companies.
CompanyA company selector may appear for platform staff while editing.Determines ownership. Ordinary company creation uses the company selected by the workflow rather than a free-form company field.

Asterisks identify required form inputs. Read Use the consent editor and merge tags before adding personalized names, dates, or a signature block.

Save the draft and turn it on

  1. Complete the visible fields for the selected type.
  2. Select Create to save the new consent. A create-another option, when shown, saves the current record and keeps you in a new-record workflow.
  3. Return to the Consents list or the company’s Consents tab.
  4. Find the saved title and turn its Active switch on.
  5. Confirm that Required and Global show the intended values.

Preview the real applicant experience

Open your company’s full public application link and use a fresh test application. Complete the application and Review step, then inspect the consent stage. Check the title, document text or PDF, acceptance wording, and whether Agree is mandatory. Employment authorizations need employment-history entries before there are employer-specific pages to inspect.

Before the final signature, signature and signed-date placeholders can be blank. After a signed submission, inspect the saved files in the application. This checks the completed document rather than only the unsigned preview.

Preview the real applicant experience in Truckers Data — phone view
The public consent stage displays the document and a separate Agree control. Sample data.