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  1. How to Set Up and Use Driver Files

    For each applicant or new hire, CDLSuite gives you the ability to create a driver/employee file with Driver Files.* There are three main steps for using Driver Files effectively: You must Create a file, add a driver, and import any Hires (existing e...
  2. How to Export Applications to CSV

    From your Profile Home Page, choose View Leads/Applicants/Hires. Under the “Leads” tab or “Applicants” tab, click the red “Export Applications to CSV”. This will export the files to your download folder.
  3. How to Import Your Hire Files

    As an alternative to entering your employee files manually, you can use this function to upload employees in batches. Simply add your files to a CSV file (you can save an Excel file as a CSV file). Each record must include a value for First Name, La...
  4. How to Create Sub-folders

    You can place more than one form or document into a sub-folder, but it is recommended to create a sub-folder for each individual form/document that you plan to use, including Public forms. When multiple documents are stored in a single sub-folder th...
  5. How to Create Folders

    Folders represent the tabs in your new file system. From your Profile Home Page, choose View Leads/Applicants/Hires. Under the Hires tab on the View Applicants page, click the “Add Folder” button. Name the folder, keeping it similar to the sub...
  6. How to Create Custom Questions

    CDLSuite offers you the option of creating Custom Questions, or Fields, to enhance your application forms within your Full Application, Quick App, or Employee Files. This feature allows you to construct questions which allow different types of a...
  7. How to Create an Application for a Non-Driver Job Opening

    CDLSuite offers you the option to create general employment applications for non-driver staff positions. Just as with our driver applications, these are mobile ready and accept electronic signatures. To create a general employment application, you w...
  8. How to Create a Form with Custom Form Builder

    How to Create a Form Using the Custom Form Builder CDL Suite's Custom Form Builder allows you to create a new form or copy an existing form to meet your company's needs. Creating a Custom Form From the  Home Page , select  Custom Forms . Sel...
  9. How to Copy a Form with Custom Form Builder

    On your profile home page, choose Custom Forms. You have the option of creating a new form or copying one of the numerous forms provided by CDLSuite. Custom Form Builder Home Page *NOTE: Pressing Preview allows you to see your form. Pressing ...
  10. How to Change Application Status Set Labels

    When you establish your Profile, CDLSuite gives you a default set of comprehensive application status set labels. You can use all, some or none of them as you choose. But sometimes, our customers want to create labels to more precisely match the flo...