Step one – Upload copies of the scanned documents to the client’s document library on the platform. Please retain original copies with wet signatures, as we may need to review originals at a future date.
Step two – Once the document is uploaded please send an email to the relevant regional mailbox from the list below and include:
Please don’t email scanned copies of client documents as email is not a secure form of communication.
London and South East - email@example.com
South West and Central - firstname.lastname@example.org
North - email@example.com
Not sure? Please contact us via firstname.lastname@example.org
All mailboxes are managed and we will respond as soon as possible.
Please note that the maximum file size is 4MB and the file name must be lower case and must not contain any symbols.
If you have an issue filling in the form, please save a copy to your computer before filling it in. Please also make sure your PDF Reader is up to date.
If you can't upload the form to the client's document library, please check:
If this doesn't work we recommend printing the document and rescanning it.
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