Two different things. Requirement rules define what carriers must satisfy on future sends. Broker-owned files are templates/forms you host for them to complete.

Requirements & broker documents

Add requirements by document type (structured rules). Bundle them into requirement templates for hazmat, reefer, and more. Upload broker files separately and link them where needed.

Broker requirements

Each row is a document type plus your structured rule config. Edit or archive anytime — past packet decisions stay unchanged.

Broker documents & templates

PDFs, agreements, and forms you provide. Carriers download or attach these as required — not the same as their live COI/W-9 library.

Document Kind / linked type Version Status Actions

Replace / view are preview actions in this prototype. Wire to your document store for production.

Example: COI requirement (structured)

Certificate of Insurance uses coverage, expiry window, and holder rules — not a single free-text label.

Minimum coverage
$1,000,000
Reefer minimum
$2,000,000
Min. days before expiry
30
Certificate holder
Required