Drivible has created bespoke document types for car dealerships, which leverages the power of AI to label and index your documents automatically. However, not all documents in the dealership need customized AI models.
We have the following bespoke document types with DocAI:
Deals (Sales Contracts & Invoices)
Service (Repair Orders & Invoices)
Finance (Applications)
Parts (Invoices)
Accounts (Payable Invoices)
For everything else, you can use the "Other Documents" feature
Creating an Other Document
Navigate to "Other Documents" and click the [+] create button
2. Drag and Drop your document or browse your computer to upload it
3. Create a descriptive Document Title that will be helpful when searching
4. Select an existing Document Type or create a new one
Creating a Document Type
If you're creating a new Document Type:
Click [+] by the Document Type field
Create reference labels to assist with searching
Select which Dealership Roles should have access
Choose any particular users who should also have access
Click [Create]
Note: Group and Dealership Admin users will have access to ALL documents regardless of access levels.
If Dealership Roles and Users are left blank, ALL users in the Dealership will have access.
Editing a Document Type
Reference Labels and Access can be edited for individual documents but will default to the Document Type settings when one is selected
To edit the Default Labels and Access for a Document Type, click the Edit button (which was the [+] Create button) for that Document Type
Click [Save] when you're satisfied with the labels and access levels
Document Searching and Organization
Note: All PDF documents uploaded to the Drivible cloud are fully OCR processed and the text is used for search
To find your documents you can:
Search with the Universal Search box at the top of the page, or in the pane search after selecting Other Documents in the Nav pane
Use the Table Filter to view document details
Utilize the table view filters to organize documents by Document Type or Reference Tag
Using the Table Filter to view the details of your documents.
You can use the filters to organize your documents according to Document Type or Reference Tag.
