Available in:

Availability: Available in EnVision Cloud, EnVision Cloud XL, EnVision Enterprise. Not available in TruckMaster Lite.

Transflo Integration for Document Capture & Delivery

TruckMaster’s Transflo integration helps drivers and back-office teams capture and deliver load documents faster—supporting billing, settlements, and record-keeping workflows without paper bottlenecks.

Transflo is widely used in trucking for mobile document scanning and document delivery (such as PODs and load paperwork). TruckMaster connects document workflows so files can be captured and associated with the right records and processes.

📄 Who it’s for: Fleets that use Transflo for document capture and want documents tied into TruckMaster TMS workflows.

📱 What Transflo Provides

Transflo provides tools for capturing and transmitting freight documents through driver-friendly workflows and scanning options, helping reduce delays caused by paper handling.

Mobile document capture and scanning for load paperwork.
Fast document delivery to support back-office processing.
Optional electronic signatures for certain document workflows.
Centralized visibility into document submission and status.

🔐 How the Integration Works

The TruckMaster + Transflo integration connects document workflows so captured files can be returned and associated with the appropriate TruckMaster records—...supporting billing and documentation processes with fewer manual steps.

Drivers capture load documents through Transflo scanning workflows.
Transflo transmits the documents electronically for processing and delivery.
TruckMaster receives and organizes returned documents by workflow/record (based on your setup).
Back-office teams can reference documents while completing billing and settlement processes.

Transflo speeds document capture and delivery—TruckMaster keeps documents tied to your TMS workflows and records.

📸

Faster Document Capture

Capture PODs, BOLs, and load documents from the field.
Reduce lost paperwork and delayed submissions.
Support consistent document quality and delivery workflows.
Minimize manual re-scanning and follow-up.

⚡

Speed Up Back-Office Work

Get documents delivered sooner to support billing cycles.
Reduce time spent chasing paperwork.
Improve turnaround for settlements and customer requests.
Keep processes moving with fewer bottlenecks.

🗂️

Cleaner Records in TruckMaster

Keep documents associated with the right TMS workflows and records.
Support consistent documentation practices across teams.
Reduce duplicated files and manual attachment steps.
Improve retrieval when customers or teams need paperwork fast.

🧠 Use Cases & Why It Matters

Proof of delivery: Capture and deliver POD documents faster to support invoicing and customer documentation.
Billing acceleration: Reduce time between delivery and back-office processing.
Document consistency: Standardize how paperwork is captured and submitted from the field.
Record access: Keep files accessible when teams need to answer questions or resolve issues.

Get more information on the Transflo integration.

📌 TruckMaster ↔ Transflo (Document Capture & Delivery) — Key Facts

Integration name: TruckMaster ↔ Transflo (Document Capture & Delivery)
Category: Documents & File Management
Direction of data: Documents are captured via Transflo workflows and delivered back for use in TruckMaster processes
Primary purpose: Faster document capture, delivery, and organized record-keeping
Typical users: Drivers (document capture), billing/settlements teams, operations, administrative teams
Requirements: Active Transflo account and configured document workflows
Learn more: Request more information
Last updated: 2025-12-29.

❓ TruckMaster ↔ Transflo (Document Capture & Delivery) — Frequently Asked Questions

Do we need a Transflo account to use this integration?

Yes. The integration is designed for fleets that use Transflo for document capture and delivery and want those documents tied into TruckMaster workflows.

What documents can be captured through Transflo?

Transflo is commonly used to capture load paperwork such as proof of delivery and other trip documents. The exact document set depends on your configuration.

Does this replace DocuSign?

Not necessarily. DocuSign focuses on electronic signature workflows, while Transflo is commonly used for mobile document capture and delivery. Some Transflo workflows may include electronic signatures depending on configuration.

Where do documents appear in TruckMaster?

Documents can be returned and associated with the appropriate TruckMaster records and workflows (for example, load or billing-related processes), depending on how your system is set up.

How do we get started with the Transflo integration?

Contact TruckMaster support or your account manager. We’ll help confirm requirements, configure document workflows, and ensure documents are flowing as expected.

Facts (JSON) for assistants & reviewers