Creating a document upload form
A document upload Form lets a prospect submit files (driver license scans, dec pages, declarations of insurance) without filling out the full intake. The Form structure is minimal — just enough to identify the prospect — and most steps are document upload fields.
In short: Create a Form, keep the question count minimal (typically just contact info), and add document upload fields for each file you need. Documents land on the Submission and are downloadable from your agency’s list.
When this approach fits
Use a document upload Form when:
- A prospect already filled out a quote on a different platform and you just need their dec pages
- You’re collecting paperwork for an existing customer (proof of prior insurance, photos, certifications)
- You want a “manual collection” workflow that captures docs without re-running the full intake
- A referral partner sends you leads via documents (e.g. faxed application scans you ask the prospect to re-upload)
For a normal quote intake with a few document attachments, a regular Form with embedded upload questions works better.
Build the Form
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1
Create a new Form. Name it for the use case (e.g. “Document Drop-off — Personal Auto”).
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2
Trim the default steps to just what you need to identify the prospect — typically name, email, and phone.
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3
Add document upload questions for each file you’re requesting. Name each one clearly so the prospect knows what to attach (e.g. “Current declarations page,” “Driver’s license — front,” “Driver’s license — back”).
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4
Configure confirmations. Document Forms benefit from a clear “thank you, we got your documents” confirmation message.
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5
Save.
A primary Link is auto-created — share that URL with the prospect.
What the prospect sees
The prospect’s experience:
- They click the Link you sent.
- They see the minimal contact fields and the document upload steps.
- They drag and drop, paste, or select files. On mobile, they can take photos directly with their camera.
- They submit; SALT shows the confirmation.
The Submission appears in your agency’s list with the documents attached.
File types and sizes
The accepted formats and per-file size limit are enforced consistently across SALT. Common formats are supported (PDF, JPEG, PNG, GIF, WEBP); file size is capped at the standard maximum.
If a prospect tries to upload an unsupported file or one over the limit, SALT shows them an error before the Submission completes.
Document storage and retrieval
Uploaded documents are stored securely. From the Submission’s detail page:
- Documents appear with their original filename and the question they were uploaded against.
- You can preview most types in-browser.
- Downloads are available individually or via export.
See Documents on Submissions for the broader document management story.
Requesting documents from an existing Submission
If the prospect already has an open Submission and you just need additional documents, you don’t need a separate Form. SALT supports document requests on existing Submissions — the prospect gets a focused link to upload only the missing items, without re-running the intake.
Common questions
The prospect uploaded the wrong file. Can I delete it and ask them to re-upload? Yes — remove the document from the Submission and send them a Continue Link or document-request link. They can re-upload to the same field.
Can I require specific document types per slot (e.g. only PDFs for dec pages)? The Form enforces SALT’s standard formats globally. Per-question type restrictions aren’t a separate setting today.
Will my CRM or AMS receive the documents on sync? Depends on the integration. Some vendors accept document attachments on sync; some don’t. Check the per-vendor guide (AgencyZoom, HawkSoft, etc.).
The prospect’s upload failed mid-way. What do I tell them? Bad cell signal or large files are the usual culprits. Ask them to retry on Wi-Fi or with a smaller image. Mobile camera captures are usually more reliable than gallery uploads for time-sensitive paperwork.