Documents

This tab displays all documents linked to the account—both generated (e.g. from quotes, policies, claims) and uploaded.

What You’ll Learn:

• Manage customer-related documents: View, access, and organize all documents linked to a customer account

• Upload a new document: Add external files and link them to quotes, policies, or claims.

• Generate a new document: Create documents using templates and policy data directly in Seamless.

• Download document(s): Download one or multiple documents, with multi-file downloads in ZIP format

• Find document(s): Search and filter documents using related records like policy or claim references

1. Manage customer-related documents

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You can:

• Download a document by clicking its name or the download icon.

• Remove a document by clicking the trash icon and confirming.

• Go to the source (quote, policy, etc.) by clicking the related record.

2. Upload document

You can upload external documents to centralize all customer files in Seamless.

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Field	Description

Field	Description
Name	Document name
Document Tags	Helps with searching. Tags can be claim or policy references.
Related Records	Link the document to a quote, policy, or other record. Once linked, it’ll show up in the respective details screen. Note: Fleet policy records are feature-flagged controlled - please contact Seamless support team to enable. Open
Description	Short description (e.g. "Policy document", "Claim evidence").
Upload Document	Select and upload your file (1 document per upload).

3. Download document

To download a single document, click the download button on the record.

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To download multiple documents, select them and click Download Documents button —files will be zipped into one package.

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4. Generate document

Documents may be auto-generated when purchasing a policy, but you can also manually generate others (e.g. motor certificate, renewal letter).

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5. Search document

Use the Related Records field to filter and find specific documents quickly.