How to Add a Custom Document in Optimus Paper

Custom documents allow you to tailor your document management by creating and assigning specific document types to the profiles you need - whether it’s a company, driver, truck, or trailer.

You can use custom documents in Optimus Paper to tailor document tracking to your company's operational needs. For example, you can create and manage unique forms like internal inspection checklists, training acknowledgments, or lease agreements tied directly to a company, driver, truck, or trailer. This ensures all important documents are organized, easy to access, and automatically managed - helping teams stay compliant and efficient without relying on external systems or manual reminders.

Follow the steps below to add a custom document to your Optimus account.

1. Navigate to the Company Section

From the sidebar menu on the left, click on “Data Base”, then select “Company”.

2. Access Custom Documents

In the top-right corner of the Company screen, click the “Custom Documents” button. This will open the custom documents view.

3: Create a New Custom Document

Click on the “Add +” button to start creating a new custom document.

4: Fill in the Document Details

Here’s how to configure your new document:

• Document Name: Enter the name of the document.
• Select Companies: Choose which companies will have access to this document type.
• Select Unit: Decide where this document will appear—under the Company, Driver, Truck, or Trailer profile.
• Auto Delete Date: If you want the document to be automatically deleted after a certain date, set it here. Otherwise, select “Never”.
• Expiration Date Required: Check this box if the document should require an expiration date.

5: Save the Document

Once everything is set, click “Add Document” to save and activate the custom document in your system.