{"id":5830,"date":"2026-03-26T10:37:45","date_gmt":"2026-03-26T09:37:45","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/vehicle-onboarding\/"},"modified":"2026-03-26T12:41:23","modified_gmt":"2026-03-26T11:41:23","slug":"vehicle-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/vehicle-onboarding\/","title":{"rendered":"Vehicle onboarding"},"content":{"rendered":"<div class=\"sd-tpl-content\">\n<p>The <strong>Vehicle onboarding<\/strong> template helps you collect documents and information in a structured, secure workflow. A useful and repeatable workflow to receive all necessary information about a vehicle.<\/p>\n<h2>Who is this template for?<\/h2>\n<p>This template is designed for professionals in Compliance, Suppliers, Logistics, Start-ups. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.<\/p>\n<h2>How it works<\/h2>\n<p>This template includes 4 steps that your clients complete through a secure portal:<\/p>\n<ol>\n<li><strong>Add a new vehicle<\/strong> (Information screen)<\/li>\n<li><strong>Vehicle information<\/strong> (Form) &#8211; Fields: Name your vehicle, Vehicle license plate, Operating city for this vehicle (choose the main one), Gross vehicle weight rating (GVWR), Maximum payload (in lb + kg) and more<\/li>\n<li><strong>Vehicle documents<\/strong> (Document upload) &#8211; Fields: Vehicle registration certificate, Vehicle insurance certificate, Vehicle pictures<\/li>\n<li><strong>End<\/strong> (Information screen)<\/li>\n<\/ol>\n<h2>Documents collected<\/h2>\n<table>\n<thead>\n<tr>\n<th>Document<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Vehicle registration certificate<\/strong><\/td>\n<td>Your vehicle registration document<\/td>\n<\/tr>\n<tr>\n<td><strong>Vehicle insurance certificate<\/strong><\/td>\n<td>Your insurance document that proves the vehicle is insured in case of problem.<\/td>\n<\/tr>\n<tr>\n<td><strong>Vehicle pictures<\/strong><\/td>\n<td>We would need 3 pics of your vehicle (front, rear and side). You can upload multiple documents if needed.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Features included<\/h2>\n<ul>\n<li><a href=\"\/en\/features\/automated-reminders\/\">Automated reminders<\/a> so your clients never forget a document<\/li>\n<li><a href=\"\/en\/features\/branded-portal\/\">Branded client portal<\/a> with your logo and colors<\/li>\n<li><a href=\"\/en\/features\/docusign-integration\/\">DocuSign integration<\/a> for collecting signatures alongside documents<\/li>\n<li><a href=\"\/en\/features\/validation-dashboard\/\">Validation dashboard<\/a> to approve or reject submitted documents<\/li>\n<\/ul>\n<h2>Frequently asked questions<\/h2>\n<h3>What is the Vehicle onboarding template?<\/h3>\n<p>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.<\/p>\n<h3>Is the Vehicle onboarding template free?<\/h3>\n<p>You can try this template free for 7 days with Superdocu. No credit card required.<\/p>\n<h3>Can I customize this template?<\/h3>\n<p>Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.<\/p>\n<h2>Try this template for free<\/h2>\n<p>Sign up, select the &#8220;Vehicle onboarding&#8221; template, and start collecting documents today. Check our <a href=\"\/en\/pricing\/\">pricing<\/a> for details.<\/p>\n<p><strong><a href=\"https:\/\/www.superdocu.com\/c\/sign_up?template=vehicle-onboarding\">Start your free trial<\/a><\/strong><\/p>\n<p><a href=\"\/en\/templates\/\">Browse all templates<\/a><\/p>\n<\/div>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"HowTo\",\"name\":\"Vehicle onboarding Template\",\"description\":\"A useful and repeatable workflow to receive all necessary information about a vehicle.\",\"step\":[{\"@type\":\"HowToStep\",\"name\":\"Add a new vehicle\",\"text\":\"Please click next to add a new vehicle.\"},{\"@type\":\"HowToStep\",\"name\":\"Vehicle information\",\"text\":\"Please fill-in mandatory information about your vehicle.\"},{\"@type\":\"HowToStep\",\"name\":\"Vehicle documents\",\"text\":\"Vehicle documents\"},{\"@type\":\"HowToStep\",\"name\":\"End\",\"text\":\"Thanks for filling your vehicle information. We will come back to you regarding this vehicle as soon as possible. You can add more vehicles easily from your space if needed.\"}]}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the Vehicle onboarding template?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"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.\"}},{\"@type\":\"Question\",\"name\":\"Is the Vehicle onboarding template free?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"You can try this template free for 7 days with Superdocu. No credit card required.\"}},{\"@type\":\"Question\",\"name\":\"Can I customize this template?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.\"}}]}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A useful and repeatable workflow to receive all necessary information about a vehicle.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false},"sd_template_category":[231,233,228,232],"class_list":["post-5830","sd_template","type-sd_template","status-publish","hentry","sd_template_category-compliance","sd_template_category-logistics","sd_template_category-start-ups","sd_template_category-suppliers"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template\/5830","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template"}],"about":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/types\/sd_template"}],"wp:attachment":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/media?parent=5830"}],"wp:term":[{"taxonomy":"sd_template_category","embeddable":true,"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template_category?post=5830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}