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Uploading W-2s, 1099s, paystubs, proof of identity and address, and other documents through Link.
Link supports directly uploading documents such as paystubs, W-2s, and 1099s as well as proof of identity, proof of address, and a miscellaneous (re-namable) category of documents.

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Uploading documents

Document uploads can be enabled and customized through the Flows section of Console.
  1. Create or edit an existing Flow.
  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.
  1. 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.
  1. Create or edit an existing Flow.
  2. In the Search and connect section, select “Doc upload”.
  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.
When this account connection flow is enabled, Link users will be directly connected to the document upload screen, bypassing the payroll account connection process.
Select Doc upload in the search and connect tab when creating a Link flow customization.
The following document uploaded categories are currently supported:
CategoryDescriptionOCR supportedAuthenticity supported
PaystubsPaystubs used as proof of income.YesYes
W-2sYearly wage, salary, and tax information.YesYes
1099sIncome other than wages, salaries, and tips.YesNo
Proof of identityValid form of identity such as a driver’s license or passport.NoNo
Proof of addressResidential address verification, such as a utility bill, bank statement, or lease agreement.NoNo
MiscellaneousRe-nameable category for miscellaneous documents.NoNo
If all document categories are marked as Optional, the option to “Skip document upload” will be presented to users:
If all document upload 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: 
    flowId: "<Flow ID>" // (e.g. "V32M5YBC")

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Additional uploads (returning users)

When document uploads are enabled, users can return to Link and upload additional documents or delete previously uploaded documents. Any category limits (i.e. 3 max paystubs) you set when enabling document uploads will persist for returning users.
Users can return to Link if you need them to upload additional documents.

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Direct uploads via the API

If you already collect documents outside of Link, they can be uploaded directly via the API by sending a POST request to the /user-uploads endpoint.
Uploading documents via the API can be used in combination with document authenticity and OCR.OCR and authenticity information can also be retrieved via the API — see our OCR guide for more information.

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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.
If a user has uploaded documents through Link, they will appear in an Uploaded Documents tab on the user's page in Console.
Authenticity information is only available when Ocrolus OCR for uploaded documents has been enabled.

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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.
Ocrolus can be purchased through Argyle directly, and is currently available for W-2s, 1099s, and paystubs. For purchasing and setup assistance, please reach out to our customer success team.
Summary information of document authenticity returned by Ocrolus can be viewed in Console.

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Supported file types

File formatLink supportOcrolus OCR support
PDFWeb, iOS, Android, React Native, FlutterYes
JPG image uploadsWeb, iOS, Android, React Native, FlutterYes
PNG image uploadsWeb, iOS, Android, React Native, FlutterYes
HEIC image uploadsWeb, iOS, Android, React Native, FlutterYes
Photo captureWeb, iOS, Android, React Native, FlutterYes

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Restricting to only PDFs

Document uploads can be restricted to only PDF file types by enabling the Restrict to PDF only toggle for each document type in the Flows section of Console.
Toggle Restrict to PDF only to restrict file uploads to PDFs only.
When a document type is restricted to PDF only, Link will adjust accordingly to guide users. Depending on the device used to upload documents, they will either be prevented from selecting non-PDF file types or shown an error if a non-PDF file type is uploaded.
Link's doc upload button will change to say Upload PDF instead of Upload, and an invalid file format error will be shown if the user attempts to upload a non-pdf file type.