Document management (VerunaDocs)

Last updated: February 20, 2026

Overview

VerunaDocs enables users to store, retrieve, and manage insurance-related documents directly within amplo. This allows teams to handle documentation without leaving the platform. This article explains the most common document management actions in VerunaDocs.

Import documents

  1. Navigate to the Documents tab from either the Account or Policy page.

    Screenshot 2026-02-20 at 4.17.55 PM.png

  2. Click the documents hyperlink to view all stored documents.

    Screenshot 2026-02-20 at 4.18.44 PM.png

  3. Click the Import Documents icon, or drag and drop a document from your desktop into the designated window.

    Screenshot 2026-02-20 at 4.19.19 PM.png

  4. Choose the correct code from the Code column. Your select will populate in the Description field.

    Screenshot 2026-02-20 at 4.22.08 PM.png

  5. Utilize the Notes field for any additional comments or information relevant to the document, then click Select Cabinet.

    Screenshot 2026-02-20 at 4.23.30 PM.png

    Important: Do not edit the Description field.

  6. Change the location of the file if necessary, then click Import.

    Screenshot 2026-02-20 at 4.25.07 PM.png

Note: Documents automatically “roll up” through the object hierarchy. For example, when a document is saved to a Policy, it will also appear on the associated Account record, with a copy stored there as well.

Update the cabinet location

Sometimes, you may need to adjust the cabinet location of a previously imported or created document.

  1. Select the document(s) you want to move.

    Screenshot 2026-02-20 at 4.27.48 PM.png

  2. Click on the Move to Cabinet icon.

    Screenshot 2026-02-20 at 4.28.21 PM.png

  3. In the Move Documents to panel, click the side arrow to see other cabinet choices.

    Screenshot 2026-02-20 at 4.29.12 PM.png

  4. Select the new cabinet, and click Move.

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