The Share Upload Link feature allows you to generate a Document Upload Link for a specific loan, which can be shared with anyone and used by anyone to upload documents directly to the loan.
Important: Users on the ARIVE Core subscription plan do not have access to this feature.
The Share Upload Link feature is only available to users who are subscribed to the Broker Pro or Non Del subscription plans. Share Upload Link
The Share Upload Link is equipped with a few features to enhance usability including: the copy button, send via email button, and the ability to set an expiration date to prevent any additional documents from being added.
Important: Unless the link is expired, anyone who has the Document Upload Link will have the ability to upload documents to the loan file. 1. Navigate to your loan and click Documents from the menu on the left.
2. In the upper right corner, click the Share Upload Link button.
3. Click the Generate Link button.
The Generate Link button will only show if you haven't already generated the link for the specific loan file.
4. You'll see the generated link under Upload Link, but the full link won't be visible. However, you can click the Copy Link button to copy the Upload Link. This will allow you to paste the Upload Link anywhere you like and share it with anyone in a variety of methods outside of ARIVE.
Alternatively, you can send the Document Upload Link via email by clicking the Share via Email button.
You'll get a popup screen to the right side with the email preview. You'll need to add your recipient to the To: field and click the Send button in the lower right corner.
When documents are uploaded, you'll receive an email notification. The email notification is based on the email template named Notify Team When Borrower Uploads Misc Docs in POS App. can be found and customized via Company Settings > Email/SMS Templates and Branch Settings > Email/SMS Templates.
You'll find the uploaded documents in Documents in the Not Reviewed section.
Link Expiration
Link expiration stops anyone from using the link to upload documents.
Once the link is generated, a preset expiration date of 30 days will be set and you'll see the date in blue.
You can change the preset expiration date to your preferred expiration date by clicking on the expiration date in blue and selecting your preferred date from the calendar.
- Click Clear Date in the calendar to remove the date and render the link expired.
Click Set as Expired to render the link expired.
Anytime the Document Upload Link is expired, you will see in red, The upload link has expired.
Anytime a link is expired, you always have the option to click Set New Expiry Date to set a new expiration date and allow the link to be used to upload documents again.
Use the Document Upload Link
1. Unless the link is expired, upon clicking the Document Upload Link, the individual will be directed to a page where they need to enter their Email, First Name, and Last Name.
Then, they will then need to select the checkbox next to I am not a robot, complete the CAPTCHA, and click the Continue button.
If the Document Upload Link is expired and the individual navigates to the Document Upload Link, they will see the message, The document upload link has expired.
2. On the next page, the individual will have the option to drag and drop documents or click the Click to Upload button in the center of the screen to select the file using their device's file explorer.
3. After they have selected files for upload and before they click the Upload button, they'll see the list of files that have been added.
If they need to remove any documents prior to uploading, they can click Clear All to remove all documents from the upload list or click the X next to the document to remove individual documents.
4. When the individual is ready to proceed with upload, they can click the Upload button in the lower right corner.
Once the documents are uploaded, the individual will see the confirmation message, [number of documents] document(s) has (have) sent successfully. Thank you for sharing.
