Knowledge Base

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Knowledge Base

Platform Features

Platform Features

Discover and master powerful tools to streamline operations and enhance efficiency.

Initiate Adverse Action Process

Updating expiration dates in DriverReach

Staying on Track with the Task Tool

Changing the Applicant Stage

Leveraging Applicant Stage Automation

Dashboard Overview: QuickStart Video Guide

Global Search: QuickStart Video Guide

Adding and Switching a Lead Source

Explaining the Recruiting Behaviors Report 🆕

eDocs

eDocs: The Comprehensive Guide

Using internal insert fields for eDocs

Communication Tools

Using Auto-Responders Effectively

Feature Overview of Cadence by DriverReach - Automated Drip Marketing Campaigns to Hire Drivers Faster

How to make SMS and Email Templates

Working with Bulk SMS and Email Messages: QuickStart Video Guide

Creating and Sending SMS Templates

Creating and Sending Email Templates

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Application Management

How to merge applicants in your DriverReach profile

Adding a Phone App, Lead, or Personnel Record

Adding a Termination Record

Using Bulk Actions

Terminate a driver in DriverReach

How to Use: Pipeline Velocity Report

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Organizing your workflow

How to share a saved view

Using integrations

Bulk Enrollment and Monitoring with SambaSafety integration

Enrolling / Unenrolling Drivers in SambaSafety

Ordering MVR Reports without enrolling in MVR monitoring: What You Need to Know