The Courier onboarding template helps you collect documents and information in a structured, secure workflow. If you work in a delivery or logistics company, this template will help you collect all legal documents and information from your new couriers.
Who is this template for?
This template is designed for professionals in General, Suppliers, Logistics, Start-ups. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 4 steps that your clients complete through a secure portal:
- Driver onboarding (Information screen)
- Basic information (Form) – Fields: First Name, Middle name, Last Name, Your email address, Your address and more
- Legal docs (Document upload) – Fields: Profile picture, Valid ID card, Proof of address, Driver’s License, Background check
- Thank you! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Profile picture | A picture we will use in our files. Please use a square format picture. |
| Valid ID card | A valid ID Card. If you are a foreigner, please also include a copy of your green card and an approved visa or employment authorization document. |
| Proof of address | Utility bill, credit card statement or any other official document with your name and address, that can prove your residency. |
| Driver's License | CDL (Commercial Driver License) or CLP (Commercial Learner's Permit) if relevant, or a usual driver's license if you apply to drive a car. |
| Background check | Any background check documents that are required across the US. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Courier onboarding template?
It is a ready-to-use document collection template with 4 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Courier onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Courier onboarding” template, and start collecting documents today. Check our pricing for details.