> ## Documentation Index > Fetch the complete documentation index at: https://docs.bridgepointhq.com/llms.txt > Use this file to discover all available pages before exploring further. # Documents: Uploading and Managing Client Files > Upload, view, download, and archive files on a client's Documents tab. BridgePoint accepts PDFs and images up to 20 MB, organized into six document categories. 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. ## Document Categories BridgePoint organizes documents into six categories. When you upload a file, you select its document type, which determines the category automatically. Forms required or collected at intake, including the Release Authorization Form, Medicaid Intake Form, Income Attestation, ACA Pre-Qualification Form, FFM Consent, and scanned paper copies of digital acknowledgements. 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-specific records such as MyACCESS Status Update Notices, Medicaid cards, SNAP and TCA approval letters, ACA insurance cards, and denial letters. Financial verification documents including pay stubs, Social Security award letters, bank statements, and tax returns. Client-initiated coverage change requests: Add/Remove Members, Cancel Coverage, Change Plan Type (remain with same carrier), Switch INTO Florida Blue (from another carrier), and Switch OUT of Florida Blue (into another carrier). Any document that does not fit the categories above. You can give these a custom title when uploading. ## 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. ## Uploading a Document Navigate to the client's profile and click the **Documents** tab. Click the **Upload Document** button to open the upload panel. Choose the document type from the dropdown. The available types are grouped by category (Intake Forms, Identity & Residency, Program Documents, Income & Financials, Client Request, and Other). If you select **Other Document**, an additional **Custom Title** field appears. Enter a descriptive name so staff can identify the file later. 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. 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`). ## 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. Click the download icon next to the document. The file is downloaded to your device using its original storage name. ## 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. Find the document in the Documents tab. Click the **⋯** (more options) button on the document row. 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. ## 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 * **FFM Consent** — required for clients with a non-ACA program (Medicaid, SNAP, TCA, or Medicare) on file 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.