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The Documents tab on a client profile stores every file associated with that client — scanned IDs, proof of income, program approval letters, intake forms, and anything else your agency needs to keep on record. Files are stored securely and accessed through short-lived signed URLs, so documents are never publicly accessible.

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Document Categories

BridgePoint organizes documents into five categories. When you upload a file, you select its document type, which determines the category automatically.

Intake Forms

Forms required or collected at intake, including the Release Authorization Form, Medicaid Intake Form, Income Attestation, ACA Pre-Qualification Form, and scanned paper copies of digital acknowledgements.

Identity & Residency

Documents that establish who the client is and where they live: Photo ID (driver’s license or passport), Social Security card, birth certificate, proof of address, and immigration paperwork.

Program Documents

Program-specific records such as MyACCESS Status Update Notices, Medicaid cards, SNAP and TCA approval letters, ACA insurance cards, and denial letters.

Income & Financials

Financial verification documents including pay stubs, Social Security award letters, bank statements, and tax returns.

Other

Any document that does not fit the categories above. You can give these a custom title when uploading.

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Supported File Types and Size Limit

BridgePoint accepts the following file formats:
  • PDF (.pdf)
  • JPEG (.jpg, .jpeg)
  • PNG (.png)
  • WebP (.webp)
The maximum file size is 20 MB. If your file exceeds this limit, compress it or scan it at a lower resolution before uploading.
Files outside these formats — such as Word documents, Excel spreadsheets, or HEIC images — are not accepted. Convert them to PDF or a supported image format before uploading.

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Uploading a Document

1

Open the client profile

Navigate to the client’s profile and click the Documents tab.
2

Click Upload Document

Click the Upload Document button to open the upload panel.
3

Select the document type

Choose the document type from the dropdown. The available types are grouped by category (Intake Forms, Identity & Residency, Program Documents, Income & Financials, and Other).If you select Other Document, an additional Custom Title field appears. Enter a descriptive name so staff can identify the file later.
4

Choose the file

Click Choose File or drag and drop the file onto the upload area. The file must be a PDF, JPEG, PNG, or WebP and no larger than 20 MB.
5

Confirm the upload

Click Upload. BridgePoint validates the file type and size, stores the file securely, and creates a document record. The file appears in the Documents tab immediately with a generated name that includes the document type and upload date.
Uploaded documents are named automatically using the format [Document Type] — [Month Day, Year]. For Other documents, the custom title you provide is used instead. MyACCESS Status Update Notices are numbered sequentially across all uploads for that client (e.g., MyACCESS Status Update Notice #3 — May 17, 2026).

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Viewing and Downloading a Document

Click any document in the list to open or download it. BridgePoint generates a signed URL that is valid for 1 hour. After that time, the link expires and a new one is generated automatically the next time you click the document.
Click the document name or the preview icon. PDFs open in your browser’s built-in viewer. Images display inline.

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Archiving a Document

Archiving removes a document from the active Documents tab without permanently deleting it. Use archiving when a file is outdated, uploaded in error, or superseded by a newer version.
1

Locate the document

Find the document in the Documents tab.
2

Open the document menu

Click the ⋯ (more options) button on the document row.
3

Select Archive

Click Archive. The document is immediately removed from the active list. The archive timestamp and the email of the staff member who archived it are recorded on the document record.
Archived documents are not deleted from storage. Contact your BridgePoint administrator if you need to restore an archived document.

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Document Checklist at Intake

During intake, BridgePoint tracks which required documents have been collected based on the programs the client applied for. The following documents are flagged as intake-required:
  • Release Authorization Form — required for all clients
  • Medicaid Intake Form — required for all clients
  • Income Attestation Form — required when any program is selected
  • ACA Pre-Qualification Form — required when Medicaid or ACA is selected
Any required document that has not yet been uploaded appears as missing in the post-intake checklist on the Documents tab.
If you processed a client using the legacy paper bypass during intake, upload scanned copies of each signed paper form using the corresponding Paper Scan document types (e.g., Marketplace Release (Paper Scan)) so the intake checklist reflects the documents on file.