Document Processing

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

Enabling document uploads#

Document uploads can be enabled and customized through the Flows section of Console.

The following document uploaded categories are currently supported:

If all document categories are marked as Optional, the option to "Skip document upload" will be presented to users:

After enabling document uploads and saving your Flow in Console:

• Shareable URLs — Document uploads will be active when any user enters Link through your saved shareable URL.
• Email/SMS Templates — When inviting new users, select the Flow from the Template dropdown.
• Embedded Experiences — Copy the Flow ID from Console and add the following line to your Link initialization:

  1flowId: "<Flow ID>" // (e.g. "V32M5YBC")
  

Additional uploads (returning users)#

When document uploads are enabled, users can return to Link and upload additional documents or delete previously uploaded documents:

Retrieving uploaded documents#

Uploaded documents can be retrieved via Argyle's API through the /user-uploads endpoint. Argyle also provides webhooks for uploaded documents and the onDocumentsSubmitted callback.

Uploaded documents can also be retrieved within the Connections section of Console after selecting an individual user. Any uploaded documents will be available for download in an Uploaded documents tab.

Document authenticity and OCR#

Argyle offers uploaded document processing through Ocrolus. The text within uploaded documents is scanned (OCR), and the authenticity of the document is evaluated. The results are made available to view directly in Console or retrieve via Argyle's API.

Supported file types#