The Document Upload feature provides an easy-to-use, secure way to share policy documents with your clients. Learn how to upload policy documents to a policy directly from HQ
Sharing documents that contain personal identifiable information(PII) with clients over email can leave you and your policyholders vulnerable to data breaches. The document upload feature offers a safer, more secure way to share policy documents with clients.
From HQ, agency team members can manually upload policy documents to a client or prospect’s GloveBox account, from the Policyholder Profile for easy, secure document management.
Some examples of documents that can be uploaded:
- ID cards
- Declaration pages
- Policy Memos
- New Quotes
Now you can send and store all policy documents safely and securely with GloveBox.
Please note, only PDF file types under 25MB are currently supported.
How to upload a policy document
In HQ, navigate to the Clients tab, and search for the client you'd like to upload a document to.
From the client profile, navigate to the policy you'd like to add a document to.
Note: If no policies exist in the client profile, you can easily add a policy and then upload as many documents as you'd like.
If a policyholder has a carrier added with no policy information, click the Add a Policy button.
Once a policy is added, click the Documents tab and then click the Upload icon to add PDF documents. Alternatively, you may drag/drop the policy document directly onto the rectangular upload area seen in the screenshot below.
Multiple documents can be uploaded at one time, and the document(s) will be saved under the existing file name(s).
Once successfully uploaded, the documents will appear above the upload area. From here, you can easily view, download, or delete uploaded documents or edit details such as name and category of the document.
If you are receiving an error when uploading the PDF document, please make sure to "Print" and then "Save as PDF" rather than using the download/export PDF button on your browser.