The Documents tab on a market's detail page is the single repository for every supporting document you exchange with one of your carriers, MGAs, or wholesalers — E&O, Cyber, and Crime & Fidelity policies, your W9, signed Producer Agreements, Payment Details, and any other contracts or files tied to the relationship. Turris auto-extracts the underlying details from policy, W9, Payment Details, and Producer Agreement uploads, so you can verify the data at a glance without opening the file.

The Documents tab is where you upload, review, replace, correct, and remove every file that supports a single agency-to-market relationship. Each row is one document classified by category; supported categories carry structured metadata that Turris extracts automatically once the file lands.

Who uses it. Licensing managers, compliance leads, and agency owners use this tab to keep policy proof, W9 forms, and signed contracts current for a specific market — typically while onboarding with a new carrier, at policy renewal, or when a market requests proof of coverage.

Key capabilities:

The page opens with the Filters bar at the top of the panel and a single table listing every document attached to this market relationship.

Tip: Click anywhere on a row to open the Document Details slide-over, which shows the metadata Turris extracted for that document.

If the market has no documents yet, the table is replaced with an empty-state card titled "No documents available" with the message "You can add a document by clicking on the 'New' button."

When you'd do this. A market has just sent their Producer Agreement for signature, a renewed E&O policy needs to go on file, or you are onboarding with a new carrier that wants proof of your coverage and a W9. Use New to add the supporting file to this market's record.

Once the upload finishes, the file is queued for automatic metadata extraction if it belongs to a supported category (policy, W9, Payment Details, Producer Agreement). The extraction status appears as a badge in the Document Details slide-over and updates as the job progresses.

Note: E&O, Cyber, Crime & Fidelity, and W9 each allow only one active document at a time. The corresponding option disappears from the Document Category dropdown once an active document exists in that category — use Upload on the existing row to replace it instead. Producer Agreement, Payment Details, Other Contract, and Other Document support multiple active documents.

Tip: If the upload fails, an alert reading "Upload Failed — Error uploading document. Please try again." appears. Retry the upload, and contact support if the failure persists.

When you'd do this. Open the Actions menu (the three-dot icon at the end of a row) to work with an individual document — preview the file, download it, replace it with a renewed version, fix incorrect metadata, or remove it.

For a Producer Agreement row, only View and Download appear — it cannot be replaced, edited, or deleted from this tab.

Warning: Upload replaces the file in place; the previous version is not retained as a separate row. Use Update instead when you only need to adjust extracted policy or W9 metadata and the underlying file is still correct.

When you'd do this. You want to confirm what Turris extracted from a policy or W9 before you trust the data downstream — for example, before sharing a market's compliance data, before signing off on a renewal, or when a carrier asks for specific policy details.

Click anywhere on a row to open the Document Details slide-over (its subtitle is the document name). The fields shown depend on the document category. Every supported card displays a Data Extraction Status badge in its header.

The same fields as E&O and Cyber, with an added Deductible field.

The W9 card shows the original file name as its heading and lays out every parsed IRS Form W9 field, grouped by the form's own sections:

Any field the extractor did not capture shows an em-dash (—).

If the selected document has no metadata (typical for Other Contract and Other Document uploads), the slide-over shows the card "We could not find any metadata for this document — this document does not have any metadata associated with it."

When you'd do this. Auto-extraction returned the wrong policy number, missed the effective date, or didn't capture the FEIN. Use Update to correct the captured fields by hand so the metadata stays accurate downstream.

Note: Update is available only for E&O, Cyber, Crime & Fidelity, and W9 documents. Producer Agreement, Payment Details, Other Contract, and Other Document do not support metadata edits from this tab.

Tip: A successful W9 edit shows a "W9 document updated successfully" confirmation. A failed save surfaces "Failed to update <category> policy details" or "Failed to update W9 document details" — re-open the row, retry, and contact support if the error persists.

When you'd do this. Your E&O policy was renewed, a W9 was reissued under a new EIN, or a market sent back a redlined Other Contract you need to keep on file. Use Upload on the existing row to swap the underlying file in place.

The file is replaced in place. The row keeps its existing Name and any manually corrected metadata, and the new file is queued for metadata extraction if it belongs to a supported category.

Warning: Upload is not available for Producer Agreement documents. If a producer agreement needs to be replaced, contact your administrator or Turris support so the signed history stays intact.

When you'd do this. A policy expired, an Other Document was uploaded by mistake, or a contract is no longer relevant to this market relationship.

Note: Deletes are soft — the underlying record is preserved for audit purposes and labeled as deleted in the system. Producer Agreement documents cannot be deleted from this tab.

A single filter control sits in the Filters bar above the table. There is no separate search box on this tab.

The dropdown offers seven categories — Crime & Fidelity, Cyber, E&O, Other Contracts, Other Documents, Producer Agreements, and W9. When no category is selected (or Select All is chosen), the table shows every document. The filter is local to the view — selections are not saved in the URL, so they reset when you leave the tab.

Tip: The question-mark icon next to Filters opens a popover reminding you that "You can filter documents by type (E&O, Cyber, W9, etc.). Multiple types can be selected all at once."

The Category badge sits on every row; the Data Extraction Status badge appears in each document's details slide-over and reflects the state of automatic metadata extraction.

Single-instance categories (E&O, Cyber, Crime & Fidelity, W9) disappear from the Document Category dropdown once an active document exists in that category, so you cannot accidentally create duplicates.

Why is the E&O (or Cyber, Crime & Fidelity, W9) option missing from the category dropdown when I try to upload? The market already has an active document in that category. Use Upload on the existing row to replace it with a new version, or delete the existing row first and re-upload.

What is the difference between Upload on a row and the New button? Upload replaces the underlying file on an existing row while keeping the same name and any metadata edits. New creates a new row, which is what you want for additional Producer Agreements, Payment Details, or Other documents that allow multiple active records.

Why is the Update action missing from the menu? Update is only available for E&O, Cyber, Crime & Fidelity, and W9 documents because those are the categories with editable metadata. Producer Agreement, Payment Details, Other Contract, and Other Document do not support metadata edits.

My policy data was extracted incorrectly. What should I do? Open the Actions menu and select Update, correct the fields by hand, then click Update Policy (or Update W9 for a W9). The corrected values display the next time anyone opens the document.

What file types and sizes are allowed? JPEG, JPG, PNG, and PDF files are accepted, up to a maximum of 25 MB per file.

Why is the account number partially hidden on the Payment Details and W9 views? Account numbers and SSNs are masked in the UI for security so they cannot be read off a shared screen. The full value remains stored securely in the platform.

Why can't I delete or replace the Producer Agreement on file? Producer Agreement documents are read-only from this tab to preserve the signed audit trail of the existing relationship. If a producer agreement genuinely needs to be replaced (re-signed under new terms, corrected after a clerical error, and so on), contact your administrator or Turris support — replacement is handled outside this tab so the signed history stays intact.

If you have questions about Market Documents or encounter any issues, contact our support team at support@turris.com.