Key Concepts

Vendors:

These are the external companies or individuals you work with. Each vendor has its own profile with documents, statuses, and reminders.

Documents:

Upload certifications, agreements, or reports. Keep everything tied to the right vendor, so you're never scrambling before an audit.

Reminders:

Set alerts for when a document is about to expire — or for anything else you want to track.

Statuses:

Customize the status of each vendor (e.g., Active, Pending, In Review) to fit your workflows. Users: Invite team members and control what they can access with role-based permissions.