Documents

Attaching Docs

In a vendor’s profile, head to the Documents tab and click “Upload Document”. You can drag-and-drop or browse your computer.

Each file stays linked to the right vendor, so your paperwork is always in order.

Common Uses Compliance certifications (SOC 2, ISO, PCI, etc.)

• Contracts and agreements
• Insurance certificates
• Due diligence reports

Limits

Your plan may limit how many documents you can upload per vendor. See Plans & Limits for details.