{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/033962180b7c421b84d9a1d19ec1bbb6\" frameborder=\"0\" width=\"1644\" height=\"1233\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1233,"width":1644,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1233,"thumbnail_width":1644,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/033962180b7c421b84d9a1d19ec1bbb6-a946af6c3ebcb89a.gif","duration":201.379,"title":"Just 1 Thing: Add and Manage Carrier Documents","description":"This Loom explains how to manage carrier documents in the system by attaching and configuring new files. You can go to Settings, then Carriers, edit the carrier, and use the Documents tab to remove or edit existing documents and attach new ones by naming the file and searching for it. Decide where it will be available, with agent access shown in the left column and the Lead or Client view displaying it in the files section, while email requires selecting the Email screen. Choose a document category such as Marketing, Material, Product, Carrier, Document, or Job Aid, optionally label applicable products, and note uploads are limited to 20 MB per file. Links can also be attached for agent access."}