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Documents and Document Upload Request (Video)
Documents and Document Upload Request (Video)

A Quick How-To video on using the Documents Folder within a Customer Account and utilizing the Document Upload Request from a Submission

Stephen So avatar
Written by Stephen So
Updated over a week ago

In this session, we will quickly show you how to utilize Documents to share any type of file with your insured. Also, you can request documents or files from your insured within a Submission. This will help you to streamline your workflow and you can find this information in the 2nd half of this video.

For Additional Information on Document Security, you can visit:

Lastly, for more information on Document Upload request, please check out the following Help Center Article:

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