Documents
Documents and applications
Upload documents, review matches, use form libraries, and track application status.
- Audience
- Agents preparing and tracking applications
- Region
- US and Canada
Overview
Documents is the upload and matching workspace for support files.
The Forms area exposes document templates and form workflows.
Applications tracks in-progress, submitted, approved, denied, and carrier-specific application states.
Requirements
- Lead or client records for matching.
- Relevant documents in PDF or supported upload formats.
- DocuSign connected if e-signature workflows are needed.
Walkthrough
1. Upload documents
Open Documents and drag files onto the page or use the upload flow. The platform processes and attempts to match them to leads or clients.
2. Review unmatched files
Use the Review queue for documents that could not be matched with high confidence.
3. Open forms
Use Documents > Forms to browse available templates and open form-specific workflows.
4. Track applications
Open Applications to review current status buckets and open individual application records.
5. Create follow-up work
From applications, leads, clients, or documents, continue to meetings, e-signature, carrier submission, or notes as required.
Where to go
| Area | US path | Canada path |
|---|---|---|
| Documents | /us/documents | /ca/documents |
| Forms | /us/documents/forms | /ca/documents/forms |
| Applications | /us/applications | /ca/applications |
| New application | /us/applications/new | /ca/applications/new |
Tips
- Accurate lead/client names improve auto-matching.
- Google Drive mirror is controlled separately through Google Workspace settings.
- Application records can link back to leads, clients, and meetings where those relationships exist.
Troubleshooting
A document is stuck processing
Refresh the page and check the failed/processing count. If it persists, contact support with the filename and upload time.