It's now easier to submit documents and track requests

Securely submit documents and track progress with the new Secure Document Uploader

With the launch of the Secure Document Uploader, you and your support staff can securely and more efficiently upload documents to support client requests, directly via the Expand platform – without the need to email or mail documents.

You can use the Secure Document Uploader to submit any requests* you are unable to complete online. Examples include additional contribution forms, account closures or insurance changes.

* Excludes a limited number of requests where original signatures are required, please refer to our guide for more information.

Stay up to date on progress with enhanced tracking

Enhanced workflow tracking means you can now view the status of all requests at any time to keep your clients updated on progress.

How to access these new features on Expand

• Secure Document Uploader is accessed via the top right menu bar by clicking the cloud icon. Simply follow the prompts to select a client account and upload the relevant files.
• You can view all requests under the Recent Uploads tab within Secure Document Uploader and follow the progress which is clearly marked in the status column.