Upload Documents
Attach PDFs, scans, photos, and supporting documents to a hosted intake session
Overview
In Hosted Intake, applicants upload documents inside the Klarefi session. Those documents stay attached to the case, so the resulting facts, gaps, and evidence all point back to the same intake record.
Hosted Intake Uploads
Create the hosted intake session, redirect the applicant to signed_url, and
let Klarefi ask for the documents required by the workflow. The applicant does
not need a separate upload portal.
Document Metadata
Use stable identifiers on the session when you already know them:
external_case_idexternal_applicant_idexternal_customer_idtrace_id
These identifiers let your system reconcile webhook events, case reads, and the final case package back to your own records.
Review Behavior
Uploaded documents are read against the workflow's required facts. Klarefi can continue the intake when evidence is present, ask a follow-up question when something is missing, or route the case to review when the document is ambiguous or unreadable.