Managing eDocs downloads

Last updated: March 4, 2026

Managing download transactions in your org is critical to giving your team visibility and control over how downloads are processed — whether they’re automatically applied, reviewed manually, or flagged for correction. eDocs Download Central helps ensure eDocs transactions are handled accurately and consistently. For information on managing policy downloads, see 📄 Managing policy downloads.

Matching criteria and details

Strong matching logic is what keeps your policy data clean. amplo attempts to match each eDoc record to an existing policy using the following criteria:

Policy matching

amplo attempts to match each eDocs record to an existing policy using the following criteria:

  • Policy Number

  • Policy Effective Date (exact match)

  • Policy Expiration Date (exact match)

  • Line of Business (LOB) Code (exact match)

If all criteria match, the document is automatically associated with the corresponding policy.

Issuing carrier assignment

After a policy match is found, amplo determines the Issuing Carrier using the following logic:

  1. If the matched policy already has an Issuing Carrier, that value is applied to the eDocs record.

  2. If the policy does not have an Issuing Carrier, but the Billing Company does, amplo checks whether the Billing Company account has the Issuing Carrier flag set to TRUE. If so, the Billing Company is assigned as the Issuing Carrier.

  3. If neither condition applies, the Issuing Carrier field remains blank.

NAIC code

If a policy match cannot be found and the NAIC Code is included in the eDocs file, amplo attempts to match the NAIC code to an existing account. If a match is found, that account is assigned as the Issuing Carrier.

This controlled logic helps prevent duplicate policy records while preserving a complete term history.

Navigating eDocs Download Central

  1. In the App Launcher, search and select eDocs & Claims Download Central.

    Screenshot 2026-03-04 at 4.41.47 PM.png

This page contains the tools needed to locate, review, and process downloaded records.

Filter records

The Filter Records section allows users to search, filter, and save filter configurations across eDocs and Claims pages. At the top of the section:

  • Saved Filters: Displays previously saved filter sets.

  • Search field: Allows users to search for records using keywords.

Users can filter records using the following fields:

  • Issuing Carrier

  • Carrier Parent Account

  • Line of Business (LOB)

  • Customer Account Name

  • Policy Number

  • BPC Code

  • Insured Name

  • Effective Date

  • End Date

Filter actions

Three actions are available beneath the filter controls.

  • Clear Filters: Resets all filters to their default state and refreshes the record table.

  • Save As New: Allows users to save the current filter configuration with a new name.

  • Save: Updates the currently selected saved filter with any changes made.

The record table refreshes automatically as filters are applied.

Table view and sorting

Users can expand or collapse the record table using the expand/collapse icon. All columns in the table are sortable and can be toggled between:

  • Ascending (A–Z)

  • Descending (Z–A)

Preview documents

Users can preview documents before processing them.

  1. Click the right arrow to expand the record.

    Screenshot 2026-03-04 at 5.22.11 PM.png

  2. Select the document link.

    Screenshot 2026-03-04 at 5.22.54 PM.png

  3. The File Preview modal will appear.

    Screenshot 2026-03-04 at 5.23.37 PM.png

  4. Click Cancel to exit the File Preview.

Note: When a PDF is previewed, it is temporarily stored in Salesforce Content Management. These preview files are automatically deleted by a scheduled job that runs daily at 11:00 PM, since the documents are also stored in VerunaDocs.

Editing eDocs records

Assigning Accounts and Policies

If an account is not automatically identified, users can manually assign one.

  1. In the Customer Account column, click in the Search Accounts field.

    Screenshot 2026-03-04 at 5.33.25 PM.png

  2. Search for and select the correct account.

    Screenshot 2026-03-04 at 5.34.33 PM.png

  3. After selecting an account, the System Policy field displays the policies associated with that account.

    Screenshot 2026-03-04 at 5.35.12 PM.png

Editing eDocs details

  1. To display all editable fields in the record, click the Display eDocs Download Detail checkbox.

Screenshot 2026-03-04 at 5.24.41 PM.png

  1. After making changes, click Save.

    Screenshot 2026-03-04 at 5.25.47 PM.png

Manually processing records

There are two actions for processing:

  1. Ignore: This transaction will not download.

  2. Update: The transaction is automatically applied to your org, bypassing the Inbox unless a matching issue occurs.

  1. Click the right arrow to expand the record.

Screenshot 2026-03-04 at 5.22.11 PM.png

  1. Choose one of the available options:

    Screenshot 2026-03-04 at 5.29.51 PM.png

Processing multiple downloads

To process records in bulk:

  1. Select the checkbox for the action to take in the U (Update) or I (Ignore) column.

  2. Click Process Transactions.

Screenshot 2026-03-04 at 5.31.44 PM.png

Managing download errors

When records are selected for processing, the system displays real-time error and warning notifications. Hover over the notification icon to view detailed error information.

image.png

Errors tab

If a record fails during processing, it appears in the Errors tab.

  1. Click the Errors tab.

    Screenshot 2026-03-04 at 5.53.03 PM.png

  2. Click the right arrow to expand the record.

    Screenshot 2026-03-04 at 5.22.11 PM.png

  3. View the Last Error Text and other error details.

Screenshot 2026-03-04 at 5.54.23 PM.png

  1. Select U (Update) or I (Ignore) to reprocess the record.

Note: Once the issue is resolved and the record is processed successfully, it is removed from the Errors list.