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Creating a Document Upload Form (Manual Collection)

Learn how creating a dedicated form for manual document upload can streamline the quoting process for both you and your customers.

Updated over 3 weeks ago

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

  1. Navigate to the Forms tab.

  2. Click “Create New Form” or duplicate an existing one.

  3. Give your form a clear name like:

    “Upload Your Remaining Policy Documents”

  4. 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.]

  5. 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."

  6. (Optional) Adjust form settings to align with your agency's process & branding:

    • Customizable Branding (logo, colors)

    • Confirmation message

    • Prospect Reminder notifications

  7. 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:

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