How to Upload Documents to an Insured’s Profile

How to Upload Documents to an Insured’s Profile
Uploading documents directly to an insured’s profile in Momentum AMS is a core part of recordkeeping. Whether it’s a declarations page, signed application, premium finance agreement, or loss runs, Momentum makes it easy to upload and organize files where your team can access them instantly.

This article shows you how to upload documents using either the drag-and-drop method or by clicking the cloud upload icon, and explains where each type of document should be stored.

Step-by-Step: Uploading Documents to an Insured’s Profile

1️⃣ Locate the Insured’s Profile

Use the dynamic search bar or go to the Insureds list from the left navigation menu
Click the name of the insured to open their Detail Page

2️⃣ Go to the Documents Tab
Inside the insured’s profile, click the Documents tab at the top.

Click on Files — this is the only section where you can upload documents.
Inside Files, you will see folders such as:

Acord and PDF Forms
Invoices/Receipts
Policies
Any user-created folders

You can drag and drop files into this area or click the cloud “Upload” icon to select a file from your computer.

3️⃣ Upload the Document

You have two options for uploading:

✅ Option A: Drag-and-Drop

Drag any supported file (PDF, Word, Excel, image, etc.) from your desktop
Drop it directly into the Files, Policies, Acord Forms, or Invoices/Receipts tab
The system will automatically prompt you to name and categorize the file

✅ Option B: Click the Cloud Upload Icon

In any of the document sub-tabs, click the cloud icon with an upward arrow (typically labeled Upload or Add New)
Click Choose File and browse for your document
Enter a File Name, optional Description, and choose a File Category
Click Upload

Choosing the Right Tab

Tab	Use For
Files	General uploads: dec pages, signed apps, PFAs, loss runs, etc.
Policies	Uploaded copies of policy documents and binders
Acord Forms	Manually filled or prefilled Acords
Invoices/Receipts	System-generated and uploaded billing records

Supported File Types

PDF (.pdf)
Word (.doc, .docx)
Excel (.xls, .xlsx)
CSV (.csv)
Image files (.png, .jpg, .jpeg)
Text files (.txt)

Best Practices

Use clear file names like Auto Renewal Dec Page – 08.07.2025
Select the correct File Category to make files easy to find later
Keep all renewal documents (e.g., questionnaires, loss runs, PFAs) grouped in the Files tab
Add a Note referencing any critical file uploads during renewals or policy changes
Upload documents as soon as they are received for better audit trails