How to Upload Documents to your SAVI Account

You can now upload and manage your student loan documents directly within your Savi account. This new feature is available to all users and all partners—no Premium plan required.

📍 Where to Find the Upload Tool

1. Log in to your Savi account.

2. From the dashboard, click Uploaded Documents on the left-hand menu under User Profile.

   

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📤 How to Upload a Document

1. Click the blue Upload Document button at the top of the Uploaded Documents page.

2. A pop-up will appear asking you to select the document type.

   

3. Choose from the following:

   • Student Loan Data File (NSLDS)
     A .txt file found under My Aid when you log into your FSA account.

   • Master Promissory Note
     A .pdf file found under My Documents in your FSA account.

   • Qualifying Payment Count Letter
     Sent via mail or email after submitting an Employment Certification Form.

   • Other Loan Documentation
     Additional files in .pdf, .png, or .jpg formats (e.g., correspondence from loan servicers).

4. Select your file and upload it. It will appear in the list under “Uploaded Documents” with the file type and upload date.

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🔒 Why Upload?

Uploading is optional, but highly recommended to:

• Keep your loan info organized in one place.

• Simplify access for support or review.

• Save time when filling out applications or updating info.

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❓ Need Help?

If you have any questions, please contact SAVI customer support.