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:
| Category | Description | Ocrolus OCR support |
|---|---|---|
| Paystubs | Paystubs used as proof of income. | Yes |
| W-2s | Yearly wage, salary, and tax information. | Yes |
| 1099s | Income other than wages, salaries, and tips. | Yes |
| Proof of identity | Valid form of identity such as a driver's license or passport. | No |
| Proof of address | Residential address verification, such as a utility bill, bank statement, or lease agreement. | No |
| Miscellaneous | Re-nameable category for miscellaneous documents. | No |
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.
Authenticity information is only available when Ocrolus OCR for uploaded documents has been enabled.
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.
Supported file types#
| File format | Link support | Ocrolus OCR support |
|---|---|---|
| Web, iOS, Android, React Native, Flutter | Yes | |
| JPG image uploads | Web, iOS, Android, React Native, Flutter | Yes |
| PNG image uploads | Web, iOS, Android, React Native, Flutter | Yes |
| HEIC image uploads | Web, iOS, Android, React Native, Flutter | Yes |
| Photo capture | Web, iOS, Android, React Native, Flutter | Yes |