Set up agents’ ability to upload files

By default, agents can’t upload files to in-force or canceled policies from the Agent portal. You can change the default setting so that an Upload Files button is visible on the Attachments screen of each policy in the Agent portal.

When an agent uploads a file, a note appears on the policy. Clients can also be notified by email when an agent uploads a file. Alerts will be sent to the designated recipients in the Direct Application Activity to Specified Email Addresses area. If the Direct Application Activity To setting in contacts overrides admin email list setting under Settings > System Wide > Administrative Alerts > Policies is checked, both the designated recipients and the administrator will receive an email alert. To enable:

  1. Navigate to Settings > Advanced.
  2. Search: agent-display-file-attachment-button.
  3. Select True.