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How To

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 ...


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: ...


How to Create a Form with Custom Form Builder

CDLSuite gives you the option of creating a new form or copying one of the numerous forms provided. On your profile home page, choose Custom Forms. Custom Form Builder Home Page *NOTE: Pressing ...


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 will need to


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 ...


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” ...


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 ...


How to Establish User Permissions

It is easy to authorize users to see applications by establishing User Permissions. From your Home page, simply choose Users/Permissions to go to the Invite Users page. Enter the email address for the staff member you ...


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.


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 ...


How to Make Ban-The-Box Changes

Currently 34 states, the District of Columbia, and almost 150 municipalities have implemented some form of Ban-the-Box legislation. Ban the Box regulations restrict employers from asking ...


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 ...


How to Track Accidents

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 ...


How to Use Document Routing

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 ...


How to Use Direct Faxing

CDLSuite’s two-way texting and faxing communications module allows you to fax past employer forms direct from the applicant's record to the intended past employer. The faxing feature assigns each customer account a unique fax ...


How to Use Employment Verifications

From your Home Page, choose Employer Verifications. At the Verifications page, you can Search by entering an applicant name (with or without an employer ...


How to Use Fillable Forms

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 ...


How to Use the Category Feature

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.


How to Use the Custom Report Builder

Simple and user friendly, the CDLSuite Custom Reports Interface allows you to easily run historical reports on Leads, Hires, Applicants, and QuickSend. Unlike typical graphical design tools our form builder is designed specifically to create reports that will ...


How to Use the Document Manager

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 ...


How to Use the FileView Feature

CDLSuite offers the FileView feature, which provides a concise look the forms provided to employees during and after the hiring process. This feature also allows you to track the status of each form.  


How to Use the Next-Actions Feature

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 ...


How to Use the QuickView Feature

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, ...


How to Use Two-Way Texting

CDLSuite's two-way texting module allows you to exchange SMS text messages with prospective drivers you are pursuing, applicants that have already begun the recruitment/screening process, and your current drivers. There are multiple ways to send, ...