SALT Insure

Submissions 101: Getting Started

Learn about the different places you can find & view submissions within SALT.

Locating Submissions

Learn all about archiving/unarchiving submissions within your SALT account.

Archiving/Deleting Submissions

Learn how to you can export SALT submission data via CSV or PDF

Exporting Submission Data

Learn how to customize submission notifications and control who is informed when a submission is received.

Submission 'Notifications'

Learn about SALT statuses and how to use them to track a submission's progress.

Submission 'Statuses'

Learn about how SALT confirms the prospect's submission and how you can customize the confirmations for your agency.

'Prospect Confirmations' (Completed Submissions)

Learn how to assign a submission to a designated employee within SALT.

Submission 'Assignee'

How to use the "Document Upload" feature within SALT

Uploading Documents

This article outlines how the "Dec Page" request system works and what to expect when using it.

Dec Page Request System

Learn how the SALT Spam Filter operates and how to resolve the "No Access" issue.

Spam Filter Behavior & How to Resolve "No Access"

Learn why SALT users or prospects are seeing "No Access" & how to resolve it

Agent or Prospect Seeing "No Access"

Disable Spam Filter + Alternative Solutions

How to use Notepad in SALT to capture, organize, and manage internal notes within submissions.

Using the Notepad Feature in Submissions

Learn about managing submissions within SALT.

Submissions

What is a Submission ID?

Frequently asked questions about SALT Forms

Can I send a link for prospect to continue/complete a submission?

Submission FAQs

SALT News Center

Find answers and get help from Intercom Support and Community Experts

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