Document Upload

Uploading W-2s, 1099s, paystubs, proof of identity and address, and other documents through Link.

Files types supported#

Document upload categories#

OCR for uploaded documents#

Argyle supports the optional use of third party OCR to capture data from uploaded documents.

• Third party OCR can be set up within Console. For more information, visit our OCR Integration Guide.
• OCR data can be accessed via Console or via the API alongside payroll-sourced data.

Enabling document upload#

Intro screen#

1. Create a new customization in the Flows area of Console.
2. In the Intro screen section, enable the "Intro screen" and "Document upload" toggles.
3. In the Document upload settings section:
   • Customize the text of the document upload submission screen.
   • Select the document upload categories you would like to display. Choose whether a selected category is optional or required. If required, specify how many documents are needed for the category.

Fallback flows#

1. Create a new customization in the Flows area of Console.
2. In the Search and connect section, scroll down to Fallback experiences and select the "Document upload" toggle for one or both fallback scenarios:
   • User finds no search results (not applicable to Direct login flows): Users are prompted to upload documents when they are unable to locate their employer or payroll provider through Link search.
   • User provides incorrect credentials: Users are prompted to upload documents when a payroll connection attempt is unsuccessful.

Document upload only#

1. Create a new customization in the Flows area of Console.
2. In the Search and connect section, select "Doc upload".

When this account connection flow is enabled, Link users will be directly connected to the document upload screen, bypassing the payroll account connection process.

Implementing document upload#

• Shareable URLs - Your chosen document upload customizations will be active when any user enters Link through your saved shareable URL.

• Email/SMS Templates — When inviting new users, select your saved Email/SMS template with document upload customizations from the Template dropdown.

• Embedded Experiences — When embedding Link, copy the ID (e.g. V32M5YBC) of the embedded experience with document upload customizations and add the following line to your Link initialization:

  1flowId: "<Flow ID>" // (e.g. "V32M5YBC") Flow IDs can be found in the Flows section of Console
  

Additional uploads (returning users)#

Users can return to Link and upload additional documents or delete previously uploaded documents:

Retrieving uploaded documents#

Console#

Within the Connections section of Console, select an individual user. Any uploaded documents will be available for download in an Uploaded Documents tab.

API#

Uploaded documents can be retrieved through the API's /user-forms endpoint.

See also:

• User forms webhooks
• The onDocumentsSubmitted callback