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Created On: 08/28/2026
in Rollup Lists
You can create an unlimited number of Rollups Lists. To create a new Rollup List go to your list of drivers by clicking on View Leads/Applicants/Hires. Once there, click on the Manage Rollup List link at the top of the page.
A popup will open w...
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Created On: 08/28/2026
in How To
The CDLSuite QuickView feature allows you to see a candidate’s basic information at a glance, without opening his/her full application. Info shown includes name, address, CDLs and endorsements. To use QuickView, from your Profile Home Page, choose “...
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Created On: 08/28/2026
in Rollup Lists
Rollup List are lists of applicants with similar characteristics. Users can create an unlimited number of lists. Creating Rollup Lists allows users to quickly recall and display all of the applicants within the desired group. Rollup Lists can be cre...
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Created On: 08/28/2026
in How To
Next-Actions allow you track and share upcoming tasks and events related to a specific Lead, Applicant, or Hire. You can inform your entire team of important actions that are scheduled, and when they are to occur.
Using this feature is simple.
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Created On: 08/28/2026
in How To
CDLSuite offers the FileView feature, which provides a concise look at the forms provided to employees during and after the hiring process. This feature also allows you to track the status of each form. Using FileView is easy and can be acces...
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Created On: 08/28/2026
in How To
From your Profile Home Page, choose View Leads/Applicants/Hires > Applicants tab > choose your applicant. This will open up the Document Manager for that individual. From this page, you can manage documents and forms, as well as adding Notes and Nex...
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Created On: 08/28/2026
in How To
Fillable Forms allow you and candidates’ past employers to open the “Inquiry to Past Employer” or the “Driving History & Safety Performance" forms, enter or update information and return them right from a mobile device or computer.
To use these ...
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Created On: 08/28/2026
in How To
The CDLSuite Category feature allows you to categorize incoming driver applications into groups based on any common elements (keywords) that you select. Application links that are associated with a keyword are referred to as Category Links. By add...
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Created On: 08/28/2026
in How To
Document Routing is a CDLSuite option to automatically direct, place and monitor your employee files in one location.* This feature can be accessed under the Hires tab from your Profile Home Page.
*Note: If you do not utilize the CDLSuite electron...
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Created On: 08/28/2026
in How To
CDLSuite offers the ability to quickly and easily add and track Accident Reports within your drivers’ files. From your Profile Home Page, choose View Leads/Applicants/Hires. Under the Hires tab, choose the driver file (click on the driver name) yo...