In some cases, the MeasureOne step (automated Dec Page retrieval tool) may not retrieve all policy documents — especially for less standard lines of coverage like umbrella, renters, life, jewelry, or flood. When that happens, you can supplement the automated retrieval by creating a dedicated SALT Form to collect missing documents manually.
This article walks you through how to build a pared-down document upload form that can be sent to clients when additional documents are needed.
📝 When to Use This
Use-cases for a dedicated 'document upload' form:
As a fallback, when MeasureOne doesn’t retrieve all policies
To request specific policy documents that aren’t commonly pulled (umbrella, renters, condo, life, jewelry, etc.)
If the client skipped the document step or disconnected their login
🛠️ How to Create a Document Upload Form
Navigate to the Forms tab.
Click “Create New Form” or duplicate an existing one.
Give your form a clear name like:
“Upload Your Remaining Policy Documents”
Click “Add Step” and choose “Document” and any other steps (Notes, Dec Pages, etc.) you'd like to include.
[Note: You can choose to include or skip the “Declaration Pages” step based on what fits best with your agency’s workflow or other form configuration.]
Customize the document prompt with language like:
"Please upload any additional policy documents (dec pages) not retrieved automatically — such as umbrella, renters, condo, life, jewelry, or other specialty policies."
(Optional) Adjust form settings to align with your agency's process & branding:
Customizable Branding (logo, colors)
Confirmation message
Prospect Reminder notifications
Grab the shareable link or QR code to share with prospects
💡 Tips
Send this form's link if you notice missing documents after a submission has been completed by a prospect.
Clients do not need to re-complete the full intake — this is a pared-down form, specifically intended for document upload only.
🔎 Need Further Guidance?
If you’d like help setting this up or tailoring it to your workflow, feel free to: