Overview

The Documents settings page is where you keep every compliance document for your organization (E&O, Cyber, Crime & Fidelity, and W9) in one place, so you can prove coverage to a market without hunting for the latest PDF. Each row is one agency or branch in your org, and every status column tells you at a glance whether that entity's document is active, expiring, expired, or missing.

What is Documents (Settings)?

Documents (Settings) gives your team one audit-ready view of the compliance paperwork every agency in your organization needs on file. Instead of emailing copies around or chasing renewals in a shared drive, you keep the canonical PDF here, and any market that needs it pulls from the same record.

Who uses it. Licensing managers, compliance leads, and agency owners who answer carrier and MGA requests for proof of E&O, Cyber, Crime & Fidelity, and W9 documentation, and who are responsible for renewing those policies before they lapse.

Key capabilities:

See, at a glance, which agencies in my organization are missing a current E&O, Cyber, Crime & Fidelity, or W9 document, so I can close the gap before a market asks.
Upload a renewed policy once and push it to every market the entity is appointed in, instead of sending it to each carrier individually.
Download the exact PDF a market is asking for, without searching email or a shared drive.
Filter to just expired or unassigned documents to scope a quarterly compliance review.
Restrict the view to one agency or branch when working a single account.

Note: Documents is a premium feature. If your organization's plan does not include it, the page shows an upgrade notice instead of the table. Contact your account owner or our support team to enable it.

Accessing Documents (Settings)

The Documents page lives inside the global Settings modal, which opens over any page in the app.

Open Left sidebar → Settings (the gear icon at the bottom of the side navigation).
The Settings modal opens. In the left-hand list, under the Organization group, click Documents.
The Documents panel loads inside the modal.

Close the modal at any time (press Escape or click outside it) to return to the page you were on.

What's visible on the page

Element	Description
Documents banner	Message box at the top of the panel: "You can check all types of documents here for all your organization entities. This allows you to upload, download, and manage documents for your organization."
Filter bar	Shaded bar directly above the table. Holds the status pills, a question-mark help popover, and the agency selector.
Status pills	Pills labelled Active, Expired, and Unassigned. Click to toggle; more than one can be active at once.
Agency selector	Multi-select combobox showing Select an agency by default. Type to find an agency by name, and use Select All to include every option.
Question-mark popover	Help icon next to the Filter label: "You can filter the documents by policy status or agency name. Multiple statuses can be selected all at once."
Second Status filter row	A standard filter bar below the Filter bar, with the same Active / Expired / Unassigned pills and its own help tooltip. It drives the same status filter as the pills in the Filter bar.
Documents table	One row per entity in your organization. The parent (TopCo) row is always shown and expands to reveal its branches.
Upload your first document button	Empty-state shortcut. Appears only when no documents are on file yet, no filters are applied, and your role allows uploading.

To work with a single entity, open the Actions menu (the three-dot icon at the end of that entity's row).

Documents table columns

Column	Description
Agency	Round avatar with the agency's first two letters, the legal name in bold, and the branch name underneath when one is set. Sortable, and searchable by name.
Origin badge	Pill that reads TopCo on the parent row, or shows where a child branch came from (for example, Turris or a market-created branch) on a child row.
ID	The entity's NPN, FEIN, or producer code, whichever is available. The header hint reads NPN / FEIN / Producer Code.
E&O / POLICY STATUS	Status badge for the entity's Errors & Omissions policy.
CYBER / POLICY STATUS	Status badge for the entity's Cyber liability policy.
CRIME & FIDELITY / POLICY STATUS	Status badge for the entity's Crime & Fidelity policy.
W9 / DOCUMENT STATUS	Status badge for the entity's W9 tax form.
Actions	Three-dot menu at the end of the row. Holds Upload and Download, each shown only if your role grants the matching permission.

Tip: Click the expand chevron on the TopCo row to show every branch underneath it. The status columns make it easy to spot which branch is missing which document.

Uploading a Document

When you'd do this. A policy just renewed (a new E&O certificate from your broker, a new Cyber binder, or a refreshed W9 after an EIN change), and you need to put the current PDF on file so every market sees the right document.

Find the entity row in the table. Open the Actions menu (the three-dot icon at the end of the row).
Click Upload. A side panel titled Upload Document (followed by the entity's legal name) opens, with the subtitle "Upload a new compliance document".
Pick the document type and the file:

Field	Required	Description
Document type	Yes	Click one of the four badges: E&O Policy, Cyber Policy, Crime & Fidelity Policy, or W9 Form. E&O Policy is selected by default. The active badge turns primary-colored, and only one type can be selected per upload.
File	Yes	Drag a PDF into the upload area, or click to browse. Only `.pdf` files are accepted. Example: `ACME-EandO-2026.pdf`.

Click Save. (The button stays disabled until both a document type and a file are selected.)
A confirmation dialog titled Upload New Document appears, asking: "Would you like to upload this document for this entity and all its markets?"
- Click Confirm to save the PDF against the entity and copy it to every market the entity is appointed in. This is the only way to complete the upload.
- Click Cancel to abort without saving anything.
A success message confirms "Document uploaded successfully", the side panel closes, and the table refreshes with the new status.

Note: PDF is the only supported format. Convert Word documents, images, or scans to PDF before uploading.

Note: There is no entity-only upload. Confirming always copies the document to the entity and all of its appointed markets, which is what you want for organization-wide policies like E&O and Cyber. If you do not want a document shared yet, hold off on uploading it.

Replacing an Existing Document

When you'd do this. A policy on file is wrong, outdated, or expired, and you want the new version to be the one markets see.

There is no separate "replace" action. Run the upload flow again for the same entity, pick the same document type, and the new PDF supersedes the existing record. The status badge in the table updates as soon as the upload completes.

Downloading a Document

When you'd do this. A market is asking for proof of E&O, Cyber, Crime & Fidelity, or W9, and you need to send them the current PDF you have on file.

Find the entity row in the table. Open the Actions menu (the three-dot icon at the end of the row).
Click Download. A side panel titled Download Documents (followed by the entity's legal name) opens, with the subtitle "Select the documents you want to download". Available files are grouped by category.
Each category shows its label and a count, for example E&O Policy "(1 document)". Use the radio button next to the file you want.

Field	Required	Description
Select a Document to Download	Yes	Pick exactly one document across all category groups. Categories shown are E&O Policy, Cyber Policy, Crime & Fidelity Policy, and W9 Document.

Click Download. (The button stays disabled until you select a document.)
The document opens in a new browser tab so you can save it locally, and a success message confirms "Document downloaded successfully".

Note: If the panel reads "No documents available to download", nothing has been uploaded yet for that entity. Run the Upload flow first.

Tip: If nothing happens when you click Download, your browser most likely blocked the new tab. Allow pop-ups for the Turris site and try again. The panel's own info note reminds you to allow pop-ups if prompted.

Filtering and Searching

The filter controls sit above the table and can be combined. The status pills appear in two places (inside the Filter bar and again in the filter row just below it); both are wired to the same status filter, so toggling either one updates the table the same way.

Filter	Type	Purpose	Example use
Status	Pill group, multi-select	Show only rows where at least one of the entity's documents matches a selected status.	Chasing renewals? Click Expired to surface entities with at least one lapsed document.
Agency	Multi-select combobox	Narrow the table to specific agencies or branches. Select All includes every option, and you can type to find an agency by name.	A multi-branch broker filtering down to one regional office.

The status pills cover Active, Expired, and Unassigned. Note that document cells can also show Expiring (yellow), but there is no Expiring filter pill; to find policies approaching expiration, scan the status columns visually. The status and agency selections are saved to the page URL, so a refresh or a shared link loads the same filtered view. Clearing every filter restores the full list.

Tip: The Unassigned pill is the fastest way to surface entities still missing a document type entirely. Pair it with the Agency selector to close gaps for one specific branch.

Policy Status Indicators

Every status column uses the same color vocabulary, so a color means the same thing whether you are reading the E&O, Cyber, Crime & Fidelity, or W9 column.

Color	Label	Meaning	What to do about it
Green	Active	A valid document is on file and currently in effect.	Nothing. The entity is covered for that document type.
Yellow	Expiring	A document is on file but is approaching its expiration date.	Get a renewed PDF from the broker or signer and upload the new version before the existing one expires.
Red	Expired	The document on file is past its expiration date and is no longer valid.	Upload a renewed document right away. Markets may flag the entity as non-compliant until you do.
Gray	Unassigned	No document of this type has been uploaded for the entity.	Run the Upload flow for that entity. If the document does not apply, record the exception with your compliance lead.

Frequently Asked Questions

Which document types can I upload? E&O, Cyber, Crime & Fidelity, and W9. Each one maps to a dedicated column in the table and to a badge inside the upload panel.

What file formats are supported? Only PDF (.pdf). Convert Word documents, scans, or images to PDF before uploading.

What does the "Upload New Document" confirmation actually do? After you click Save, Turris asks whether to upload this document for the entity and all its markets. Clicking Confirm saves the PDF against the entity and copies it to every market the entity is appointed in. There is no entity-only option; Cancel simply aborts the upload.

Why is the Upload action missing from a row? Upload is only shown to users whose role grants create access to Organization Documents. Ask an administrator to update your role under Settings → Users.

Why is the Download action missing? Download requires read access to Organization Documents. If your role has limited access to this page, you may see the row but not the menu entry.

Why is one of my branches missing from the table? The table is built from the entities under Settings → Org Structure. If a branch is missing there, add it under Org Structure first. Also check the Agency selector at the top of the page; clearing it restores every entity.

I uploaded a document but the status still shows "Unassigned." What now? Confirm the upload finished (you saw the success message and the side panel closed). Refresh the page if the status badge has not updated. If it persists, contact support.

How do I delete a document? There is no separate delete action. To remove an outdated PDF, upload a replacement for the same document type. The new upload supersedes the existing record.

Best Practices

Treat the Documents table as your quarterly compliance checklist. Review the Expired and Unassigned rows once a quarter so renewals never surprise a market.
Confirm the upload for org-wide policies. E&O and Cyber typically cover the whole agency, so copying the PDF to every market in one step saves you from sending the same file each time a carrier asks.
Use the Unassigned pill to close gaps. It is the single fastest way to find entities missing a document type entirely.
Always upload PDFs. Other formats are rejected at upload and slow you down. Convert before saving.
Name files predictably before uploading. A name like ACME-EandO-2026.pdf is easy to recognize on download, even though the table does not display the filename.
Replace expired documents promptly. Uploading a new PDF for the same category supersedes the existing record and clears the Expired badge as soon as the table refreshes.
Pair filters for focused work. The Agency selector plus the Expired status pill is the right view for closing gaps on a specific branch.

Users (Settings) - Control who at your organization can sign into Turris, which agency each person belongs to, and what they can see and change.
Org Structure (Settings) - Model your organization as a top-level agency (TopCo) with branches underneath, take over market-created branches, and merge branches that share an NPN.
Contacts (Settings) - Maintain an organization-wide directory of people your agencies use with their markets, scoped to agencies and assigned business roles.
Billing: Invoices - Searchable history of every Stripe invoice issued to your organization, with billed amount, payment status, and the card or bank account used.
Payment Methods (Settings) - Save and manage the cards billing admins use to pay Turris invoices for future renewals, license fees, and subscription charges.
Settings: Personal Notifications - Choose how Turris alerts you about activity across the agencies and agents you manage (email, in-app inbox, both, or neither).