Document Upload

Uploading W-2s, 1099s, and paystubs through Link.

Files types supported#

Enabling document upload#

1. Create a new customization in Console using Link Flows.
2. Select Document upload settings.
3. Enable a document upload flow and add customizations.

Flows#

Document upload only#

When Deep link to document upload is enabled, and the Document upload toggle is then selected, Link users will be directly connected to the document upload screen, bypassing the payroll account connection process.

Income source not found#

Enabling If no results and then the Document upload toggle will prompt Link users to upload documents when they are unable to locate their employer or payroll provider through Link search.

Login failed#

Enabling If login failed and then the Document upload toggle will prompt Link users to upload documents when a payroll connection attempt is unsuccessful.

Implementing document upload#

1. Save your Link Flow customization after selecting one of the three document upload flows above.

2. Console invites — Within invite template settings in Console, switch to the Argyle Link tab and then select your saved Link Flow customization from the dropdown. New invites will automatically apply the selected customization after saving in the bottom-left.

3. Embedded Link — Add the following line to your Link initialization:

   1flowId: "<Flow ID>" // (e.g. P2R93PEL) found in the Link Flows section of Console
   

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 accessed through the API's /user-forms endpoint.

See also:

• User forms webhooks
• The onDocumentsSubmitted callback

OCR for uploaded documents#

Visit our Document OCR Processors integration guide.