Your documents (insured & personal accounts)

Who this is for

Insured-business and personal Koffyr accounts who want to view, find, or upload documents shared with them by an agency or generated on their behalf.

Before you start

You need a signed-in Koffyr account.

Step-by-step

1. Open Documents from the sidebar (desktop) or the Docs tab in the bottom navigation (mobile).
2. Use the search box to find a document by name.
3. On larger screens, use the direction filter to narrow the list to documents received from your agency, sent by you, or generated for you.
4. Click a document’s download action to save it.
5. To add a document of your own, click Upload, choose a file, give it a name and a type, and confirm.

What happens next

An uploaded document appears in your vault immediately and can be shared with your agency the same way any other document is — through a request that grants access to it.

Troubleshooting

My documents list looks empty but I know there should be some there. A loading failure on this page currently looks identical to having no documents — there’s no error state yet to tell the two apart. Try reloading the page; if it’s still empty, check with your agency.

Related

• Your workspace home (insured or personal account)
• Your records (insured accounts)
• Requests in your workspace

Last verified: 2026-07-14