Turn File Uploads On or Off in PolicyLinks

Learn how to turn file uploads on or off in PolicyLinks so you can decide if prospects upload insurance documents or connect their carriers digitally

Written By David Watson

Last updated 5 months ago

How To Do It 🚀

Make a PolicyLink With Uploads On

  1. Go to PolicyLinks in your dashboard.

  2. Click + Create PolicyLink.

  3. Type in:

    • PolicyLink Name

    • Assigned To

    • Lead Source

  4. Check the box Enable File Upload.

  5. Click Create PolicyLink.

Make a PolicyLink With Uploads Off

  1. Go to PolicyLinks.

  2. Click + Create PolicyLink.

  3. Fill in the fields.

  4. Leave the box Enable File Upload unchecked.

  5. Click Create PolicyLink.

Edit an Old PolicyLink

  1. Go to PolicyLinks.

  2. Find the link you want to change.

  3. Click the gear icon → Edit.

  4. Check or uncheck Enable File Upload.

  5. Click Save.

FAQs❓

Fixing Problems 🛠

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