Setting Up Document Upload Links for Carriers

< p > CertiAlert's document upload links make it easy for carriers to submit required documents directly, without needing accounts or complex processes.

< h2 > How Upload Links Work < p > Each carrier gets a unique, secure upload link that allows them to:

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Upload multiple documents at once

< li > See which documents you require < li > Submit documents without creating an account < li > Get confirmation when uploads are successful < h2 > Generating Upload Links < h3 > For New Carriers < p > Upload links are automatically generated when you add a new carrier.You can find the link in:

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The carrier's detail page

< li > The "Actions" dropdown menu < li > Email templates for new carrier onboarding < h3 > For Existing Carriers < p > To generate a new upload link for an existing carrier:

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Go to the carrier's profile page

< li > Click the "Actions" dropdown < li > Select "Generate Upload Link" < li > Copy the link to send to the carrier < h2 > Customizing Upload Requirements < p > You can specify which documents each carrier needs to upload:

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Insurance Certificate: Always required

W9 Form: For tax reporting

Operating Authority: If required for your operations

Additional Documents: Custom requirements

< h2 > Sending Links to Carriers < h3 > Email Templates < p > CertiAlert includes pre - written email templates:

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New carrier onboarding email

< li > Document renewal reminders < li > Missing document notifications < h3 > Direct Communication < p > You can also send links through:

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Text message / SMS

< li > Phone call(read the link) < li > Your existing communication channels < h2 > Upload Link Security < p > Upload links are designed with security in mind:

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Unique, non - guessable URLs

< li > Expire after 30 days(configurable) < li > Limited to specific carrier < li > Upload activity is logged and tracked < h2 > Monitoring Uploads < p > Track document submission progress:

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Real - time notifications when documents are uploaded

< li > Dashboard shows carriers with pending uploads < li > Upload history and activity logs < li > Automatic status updates when documents are received < h2 > Troubleshooting Common Issues < h3 > Link Not Working < ul >

Check if link has expired

< li > Generate a new link if needed < li > Ensure carrier is using the full URL < h3 > Upload Failures < ul >

Verify file size is under 10MB

< li > Check file format(PDF, JPG, PNG only) < li > Try uploading one file at a time