--- title: Documents description: This article provides information on documents in Appulate. Appulate supports different document types and saves a lot of time and effort when filling these documents. Documents are available on sever --- [Skip to content](https://help.appulate.com/en/knowledge/documents#main-content) English Show submenu for translations ![appulatelogo-1.svg\]](https://help.appulate.com/hubfs/appulatelogo-1.svg) - [Appulate](https://appulate.com/?browse) Open main navigation Close main navigation - [Appulate](https://appulate.com/?browse) - English Show submenu for translations - [appulate.com](https://appulate.com/) [appulate.com](https://appulate.com/) Get help from Appulate team - There are no suggestions because the search field is empty. 1. [Help](https://help.appulate.com/en/knowledge?hsLang=en) 2. [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en) 3. [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#submissions-quotes) # Documents This article provides information on documents in Appulate. - [Overview](https://help.appulate.com/en/knowledge/documents#overview) - [Pages with documents](https://help.appulate.com/en/knowledge/documents#pages) - [Documents privacy](https://help.appulate.com/en/knowledge/documents#privacy) - [Settings page](https://help.appulate.com/en/knowledge/documents#settings) - [Edit document dialog](https://help.appulate.com/en/knowledge/documents#document-markup) - [Document privacy options](https://help.appulate.com/en/knowledge/documents#options) - [Documents with restrictable access](https://help.appulate.com/en/knowledge/documents#types) - [Interface and actions](https://help.appulate.com/en/knowledge/documents#interface) - [Notes](https://help.appulate.com/en/knowledge/documents#notes) - [Moving documents](https://help.appulate.com/en/knowledge/documents#moving) ### Overview Appulate supports different [document types](https://help.appulate.com/en/knowledge/documents#types) and saves a lot of time and effort when filling these documents. Documents are available on several [Appulate pages](https://help.appulate.com/en/knowledge/documents#pages), each type coming with a specific set of available actions. You can set the [privacy type](https://help.appulate.com/en/knowledge/documents#privacy) for documents.  ### Pages with documents Pages where documents are uploaded, stored, and edited, as well as available actions are listed in the table below.  | **Tabs** | **Types of documents** | **Additional information** | | --- | --- | --- | | [Forms page](https://help.appulate.com/en/knowledge/acord-and-supplemental-forms-on-the-forms-tab?hsLang=en) | - ACORD forms - Supplemental forms | ACORD and Supplemental forms can be: - uploaded - generated during a quote request with the prefilled information from the questionnaire. | | [Loss runs page](https://help.appulate.com/en/knowledge/lossrunner?hsLang=en) | - Loss runs | You can: - Upload loss runs - Send LossRunner requests | | [Quote request](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) >[Documents page ](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) | - Other - ExMod Sheet  - Policy - Notice of Cancellation - Declaration Page  - Resume/Bio  - Statement of Values - Contract - SL-2 - MVR (a driving record required in AUTOB quote requests) - Vehicle Registration certificate - Quote - D-1 - ACORD - Supplemental - Email | You can: - Upload documents - Send by email - [Sign documents](https://help.appulate.com/en/knowledge/esignature?hsLang=en#documents) - Edit - [Move](https://help.appulate.com/en/knowledge/documents#moving) - Send form to complete (one form), Send to complete (several forms) - Download as one PDF - Merge PDF - Download as archive - Delete | | [Policy](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en) > Policy documents section | - Policy documents | You can upload documents, send by email, edit or delete.  | | [Policy](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en) > [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) | - Quotes - Loss Runs - Other - ExMod Sheet  - Policy - Notice of Cancellation - Declaration Page  - Resume/Bio  - Statement of Values - Contract - SL-2 - MVR (a driving record, required in AUTOB submissions) - Vehicle Registration certificate - ACORD - Supplemental - Email | You can: - Upload documents - Send by email - [Sign documents](https://help.appulate.com/en/knowledge/esignature?hsLang=en#documents) - Edit - [Move](https://help.appulate.com/en/knowledge/documents#moving) - Download as one PDF - Merge PDF - Download as archive - Delete | | [Insured documents](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en#insured-documents) | - ACORD forms - Supplemental forms - Quotes - Loss Runs - Other - ExMod Sheet  - Policy - Notice of Cancellation - Declaration Page  - Resume/Bio  - Statement of Values - Contract - SL-2 - MVR (a driving record, required in AUTOB submissions) - Vehicle Registration certificate - Email | You can - Upload files - Send by email - Edit - [Move](https://help.appulate.com/en/knowledge/documents#moving) - Delete   | ### Documents privacy Appulate users can determine the [privacy type](https://help.appulate.com/en/knowledge/documents#options) of uploaded documents: - in the [company settings](https://help.appulate.com/en/knowledge/documents#settings); - in the [Edit document](https://help.appulate.com/en/knowledge/documents#document-markup) dialog. Some [document types](https://help.appulate.com/en/knowledge/documents#types) can have restricted access. Note: By default, the documents uploaded on the [Market Smart Q&A page](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en) are available to all companies in the submission chain. This applies even if the uploading company has its **Document access** set to **My company only**. #### Settings page The default privacy state of all uploaded documents is determined by the **Document access** setting on the **Setup >** [Settings](https://help.appulate.com/en/knowledge/settings-page?hsLang=en) page. The **Settings** page is only available to admin users. [![Settings page](https://help.appulate.com/hs-fs/hubfs/Settings%20(4).png?width=688&height=564&name=Settings%20(4).png)](https://help.appulate.com/hubfs/Settings%20(4).png?hsLang=en) #### Edit document dialog Each user uploading a document can decide if it will be available only to their company or all companies in the submission chain in the **Edit document** dialog. It opens right after you upload a document. Note: This setting is only available to the users of the company who uploaded a document. [![2024-01-30_19-57-25 edit document](https://help.appulate.com/hs-fs/hubfs/2024-01-30_19-57-25%20edit%20document.png?width=688&height=355&name=2024-01-30_19-57-25%20edit%20document.png)](https://help.appulate.com/hubfs/2024-01-30_19-57-25%20edit%20document.png?hsLang=en) #### Document privacy options Regardless of whether you're setting the document access on the **Settings** page or the **Edit document **dialog, two privacy options are available: - **My company only** - Documents will be shared only between the users of the company that uploaded them. They will not be attached to the submission and emails to the market. - **All companies in submission** - Documents will be shared between the users of the company that uploaded them, as well as with other companies in the submission chain. #### Documents with restrictable access Note: The sharing rules do not apply to the **Insured documents** page and [appointment](https://help.appulate.com/en/knowledge/appointment?hsLang=en) documents.  You can restrict access to the documents with the following types: - Other; - ExMod Sheet; - Policy; - Notice of Cancellation; - Declaration Page; - Resume/Bio; - Statement of Values; - Contract; - SL-2; - MVR; - Vehicle Registration certificate; - D-1; - Quote; - Email. #### Interface and actions On the interface, documents with the **My company only** privacy type will be displayed with the icon ![2024-01-12_18-09-03](https://help.appulate.com/hs-fs/hubfs/2024-01-12_18-09-03.png?width=20&height=16&name=2024-01-12_18-09-03.png): [![documents privacy](https://help.appulate.com/hs-fs/hubfs/2024-01-30_17-47-23%20documents%20privacy.gif?width=688&height=301&name=2024-01-30_17-47-23%20documents%20privacy.gif)](https://help.appulate.com/hubfs/2024-01-30_17-47-23%20documents%20privacy.gif?hsLang=en) Clicking the icon opens the **Edit document** dialog, where you can change the access type. This applies to: - documents on the [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) for quote requests and policies; - [Policy documents](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#policy-docs) on the **Policy** page. Note: Only the users of the company that uploaded the documents can change their visibility. If an [ACORD, Supplemental](https://help.appulate.com/en/knowledge/acord-and-supplemental-forms-on-the-forms-tab?hsLang=en) or [LossRun](https://help.appulate.com/en/knowledge/lossrunner?hsLang=en) document type was changed, this document will be visible to everyone. ### Notes If a document has a note added to it, the **Documents** page will display it in a separate column. You can add document notes in the **Edit document** dialog. It opens when you upload a document or click **Edit** in a document's row. ![image2023-10-5_17-55-34](https://help.appulate.com/hs-fs/hubfs/image2023-10-5_17-55-34.png?width=688&height=65&name=image2023-10-5_17-55-34.png) ### Moving documents In Appulate, you can use the **Move document** dialog to transfer a document to another insured (both existing and new), quote request, or policy. [![moving document](https://help.appulate.com/hs-fs/hubfs/2024-03-12_16-51-53%20moving%20document.gif?width=688&height=319&name=2024-03-12_16-51-53%20moving%20document.gif)](https://help.appulate.com/hubfs/2024-03-12_16-51-53%20moving%20document.gif?hsLang=en) To open this dialog, click the **Move** button for the document you want to move on one of the following pages: - [Insured page](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en) > **Insured documents** - [Loss Runs](https://help.appulate.com/en/knowledge/lossrunner?hsLang=en) - [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) for quote requests and policies You can also move a document during [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink). [![Move document dialog](https://help.appulate.com/hs-fs/hubfs/2024-01-16_13-07-24%20move%20document.png?width=400&height=465&name=2024-01-16_13-07-24%20move%20document.png)](https://help.appulate.com/hubfs/2024-01-16_13-07-24%20move%20document.png?hsLang=en) In the **Move document** dialog, you need to specify the insured and the page the document will be moved to: - **Insured documents**: The document will be moved to the **Insured documents** page of the specified insured. - **New quote request**: The document will be moved to the [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) of a new quote request. You can create it in the dialog. Just fill in the required **Insurance line**, **Effective date**, and **Expiration date** questions. - **New policy**: The document will be moved to the [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) of a new policy. You can create it in the dialog. Just fill in the required **Insurance line**, **Effective date**, **Expiration date**, and **Carrier** questions. - **Another quote request or policy**: The document will be moved to the [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) of an existing quote request or policy. You need to select it in the required **Quote request or policy** field. This option is only available when moving a document to an existing insured. Note:  If you're moving a loss run to an existing or new quote request, it will be available on both the [Loss Runs](https://help.appulate.com/en/knowledge/lossrunner?hsLang=en) and [Documents](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) pages. For policies, it will be available on the [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en). You can move a document to a new insured. Just type the new insured's name in the **Insured** field and select the **Insured type**. - [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#main-content) - [How to start](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#how-to-start) - [For agencies](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#for-agencies) - [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#submissions-quotes) - [Users](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#users) - [Company settings](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#company-settings) - [Additional information](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#additional-information) - [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-content) - [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#appulate-functionality) - [Main pages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-pages) - [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#questionnaire-forms) - [Submissions & policies](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#submissions-policies) - [For MGAs and carriers](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-mgas-and-carriers) - [For agents](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-agents) - [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#working-with-insured) - [Email Notifications](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#email-notifications) - [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#notes-and-messages) - [Tools & integrations](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#main-content) - [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink) - [Weblink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#weblink) - [AMS](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#ams) - [FAQ & troubleshooting](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#main-content) - [FAQ](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#faq) - [New features](https://help.appulate.com/en/knowledge/new-features?hsLang=en) - [AppulateConnect](https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en) - [Appulate](https://appulate.com/?browse) [![Appulate Logo](https://help.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](https://blog.appulate.com/?hsLang=en) Copyright © 2026, Appulate Inc.