Submissions

Archive is the standard customer-facing path for Submissions you no longer want in the active list. Hard delete is essentially staff-only — and often blocked entirely once a Submission has used any Data Credits. Archive preserves data; delete is permanent and rare.

Every new Submission picks up a default assignee from the Link it came in on. Reassign by changing the assignee on the Submission. The new assignee inherits notification preferences as configured for them on that Link.

Bulk export packages many Submissions into a single CSV. The job runs in the background and emails you a download link when ready. Capped at 1,000 Submissions per export. Sensitive fields require export consent.

A Continue Link is a token-secured URL that lets a prospect resume a Submission they've started. Send it by email or SMS from the Submission's detail page. Tokens expire 30 minutes after they're generated; resend any time.

Customize the 6 editable default Statuses or add your own to match your agency's workflow. You can rename, recolor, reorder, archive, and configure auto-archive behavior. Past Submissions inherit whatever label they had at the time — renames don't rewrite history.

Submissions can hold documents — driver's licenses, dec pages, photos, certifications. Consumers upload them via the Form (or a follow-up document request); you upload them from the Submission detail. Accepted types include PDF, JPEG, PNG, GIF, WEBP. Per-file size cap is 25 MB.

Single-Submission export gives you a downloadable file (CSV or PDF depending on configuration) of one Submission's full data. Custom Questions marked as sensitive require export consent before they appear in exports. For many Submissions at once, see Bulk export.

The Submissions list supports full-text search, multi-axis filters (status, tag, assignee, date, line of business, archived state), and Saved Views for filter combinations you use often. Newly created Submissions can take a few seconds to appear in search.

Notes are quick, internal scratch text on a Submission. Comments are threaded discussion that supports replies. Both are internal-only — consumers never see either. Use Notes for context; use Comments for back-and-forth between teammates.

A Saved View is a filter-and-sort combination on the Submissions list, saved for one-click reuse. SALT also ships several built-in basic views for everyone on the agency. Personal views are yours; some can be shared with the agency.

Each Submission has a stable, opaque ID you'll see in URLs and exports. Separately, Submissions and Continue Links use short-lived tokens for consumer access. IDs are safe to share inside your agency; consumer-facing tokens are time-limited for security.

SALT ships 8 default Statuses: 2 are system-managed (Lead, New) and cannot be edited or removed; the other 6 (In Progress, Quoted, Presented, Won, Lost, Follow Up) you can rename, recolor, reorder, or archive. Add your own Statuses to fit your workflow.

Tags are flexible labels you attach to Submissions to categorize them outside the workflow Status. They're account-wide, freely combinable (a Submission can have many), and filterable from the list. Use them for anything that doesn't fit neatly into Status — priority, carrier-eligibility, source attribution, callback flags.

SALT's spam filter blocks Submissions that match patterns associated with abusive activity — duplicate IPs, emails, or phones submitted within a short window, or Twilio-flagged invalid phones. Blocked Submissions show "No Access" and are filterable in the list. You can review and clear them from staff workflows.

Submissions don't expose a customer-facing delete in the normal UI. Once a Submission has consumed any Data Credits (property data, dec page, MVR), hard delete is blocked entirely. Archive is the customer path. For genuine deletion needs, contact support.