How to Use the Documents Tab and Sub-Tabs

How to Use the Documents Tab and Sub-Tabs
The Documents tab in Momentum AMS is where you manage all files, forms, invoices, and payment records related to an insured, policy, or other record.

It contains several sub-tabs that organize different types of documents and transactions, making it easier to find and manage them.

Where to Find the Documents Tab

The Documents tab appears in the navigation bar of most record detail pages, including Insureds and Policies.
Click Documents to reveal its sub-tabs.

Sub-Tabs in the Documents Section

Sub-Tab	Purpose	Common Uses
Files	Stores general files related to the record.	Uploading policy documents, signed applications, ID cards, or correspondence.
eSign Docs	Stores electronically signed documents from integrated e-signature platforms.	Automatically attaching signed agreements from RabbitSign, WeSignature, or similar integrations.
Forms	Access to agency-created or system-provided forms.	Completing and sending forms like Acord applications or change requests.
Invoices / Receipts	Manages invoices issued to clients and receipts for payments received.	Creating invoices for agency bill policies, tracking client payments.
Issue Payment	Records outgoing payments from the agency to carriers, MGAs, or finance companies.	Sending carrier commissions, paying premium finance companies.
Other Transactions	Tracks miscellaneous financial transactions not tied to a standard invoice/payment.	Adjustments, write-offs, or manual transaction entries.

How to Use the Documents Tab

Navigate to the record (e.g., Insured or Policy) you want to work with.
Click the Documents tab.
Select the appropriate sub-tab for the type of document or transaction you need.
Use the Add New button in that sub-tab to upload a file, create a form, or record a transaction.
Fill in the required fields and save.

Best Practices

Organize consistently – Always upload files to the Files sub-tab and keep invoices/payments in their respective sub-tabs for easy retrieval.
Use descriptive names – When uploading, name files clearly so they can be found quickly later.
Leverage eSign Docs – Signed documents from integrations like RabbitSign or WeSignature are stored here automatically, so you don’t have to upload them manually.
Track payments accurately – Record all invoices and payments in their proper sub-tabs to keep accounting consistent.

Example Scenario

A CSR receives a signed renewal application from a client:

They navigate to the insured’s record, click Documents, and select the Files sub-tab.
They click Add New, upload the PDF, and name it “2025 Renewal App – Signed.”
Later, they use the Forms sub-tab to send an updated Acord certificate to the client.

Or, if using an integrated e-signature service (e.g., RabbitSign or WeSignature):

Once the client signs the document, the completed file appears automatically in the eSign Docs sub-tab.
The CSR can then open the document directly from eSign Docswithout needing to manually upload it.