Agents: Upload Documents using Document Management

This guide shows how to quickly scan, upload, identify, and post documents using AgriNet’s Document Management so they appear in digital imaging with the correct company received and posted dates. It explains handling batches, resolving "Unknown" files by assigning form, page and policy info, and confirms posting so documents are immediately searchable and viewable in AgriNet. Follow it to avoid posting errors and ensure accurate indexing. Updated 9/24/2026

Justin Rexing
24 steps
3 minutes

Agrisompo

When scanning and posting the documents listed in the image below, the **Company Received Date** field will automatically populate with the date the document(s) were posted in AgriNet.

Navigate to[AgriNet](https://agrinet.agrisompo.com/policy) and sign in using the Duo Push process.

Start by selecting the correct crop year to post the documents to.

Click the "App" icon to the top right of the screen.

From the drop down list, click "Document Management".

Uploading a File

A new browser window will open, with Document Management. Click "Upload files" section of the screen, to expand it.

**NOTE:** If your AgriNet username is only connected to one Agency, the agency will be defaulted and display as such. If there are multiple agencies, a dropdown box will appear with the multiple agencies listed by name and Agency Code. Select the appropriate agency to attach to.

Either "drag and drop" the file inside the dotted box to be uploaded; or click "Click to upload" phrase for a control panel box to appear and select the file(s) to be uploaded.

Note the progression bar in the middle of the page. Once the file has been uploaded to the Batch, a green checkmark will appear on the right side of the screen.

Entering an In-Progress Batch

Once the green in progress bar is visible, Click "1349905" (the Batch number) to enter the batch.

Inside the batch, the first thing to note is the **Identified**, **Unknown**, and **Removed** areas of the screen. These sections indicate whether additional work is required or if the batch is ready to be **Posted to AgriNet**. If there are any documents listed under **Unknown**, they must be identified and named before the batch can be posted.

Identifying an Unknown Document

To select all documents at one time, click the top checkbox. This will automatically select all documents within the batch.

Select the correct crop/reinsurance year to place the documents in.

Click the "Form" box, and start typing to narrow down the search for the form name.

While typing, the system will filter through all possibilities and once the desired form name is visible, click on it with the mouse.

Click the page # field, and key the number. **NOTE**: If selecting them all, start with page #1. Document Management will number the remaining pages in contiguous order.

Key the policy number to assign the documents to.

Once all information has been correctly keyed, click the "Assign" button.

All pages will now show manually identified with the keyed Document Name, Page Number, Policy Number, and Insured Name.

Posting a Batch

Now that the "Unknown" is showing "0", the Post to AgriNet button is active, click the "Post to Agrinet" button to post the documents to digital imaging.

A confirmation pop-out window will appear. Click "Yes" to confirm.

Now the "Posted Date" will populate, reflecting that the documents contained within have been posted to AgriNet imaging.

Click the "Search Insured or Policy" field.

In AgriNet, from the imaging folder, the documents are immediately visible in the imaging folder. Click on the document name to view the documents.

The document name will populate, also showing the date and time is was posted. Click the name to view the image on file.