Upload modal (global)

Summary

Canonical global upload modal (2026-06-12 r2). Every upload CTA across Inbox / Tax / Expense / Portfolio / Dashboard / Ask / Family points at this modal via data-upload-modal instead of redirecting to /inbox.

Raw wireframe

• .context/designs/web/patterns/upload-modal.html

Copy

(verbatim user-visible strings TBD — see wireframe)

Flows that touch this surface

• new-user-to-dashboard

Entities referenced

• pillar-inbox
• inbox-document-types
• upload-only
• copy-strings
• 2026-06-02-global-upload-plan-picker-modals
• 2026-06-12-r2-second-pass-simplification

Sources

• .context/wiki/surfaces/* § "/payment"
• .context/designs/web/patterns/upload-modal.html