Uploading Documents to the Vendor Portal

You can upload files from your computer to the Vendor Portal module. Your customers or prospects typically request these documents, and uploading them ensures they are available and ready to share. The uploaded documents can range from a SOC II Report, Business Continuity Plan, Controls Evidence, or completed industry standard assessment such as a SIG Core or SIG Lite.

For more information on sharing these documents, see Sharing Documents using Vendor Portal.

To upload a new document

  1. On the Vendor Portal menu, select Documents. The Documents screen appears.

  2. Click the Upload button. The Upload Documents modal appears.


  3. Click the Upload File button to upload files from your computer.
  4. Enter tags that help identify the document.
    Tip:

    You should add tags now so you can search for them later in the Vendor Portal module.

  5. Click the Submit button.

To view document activity history

  1. On the Vendor Portal menu, select Documents. The Documents screen appears.

  2. Hover your cursor over a document and click the Context Menu icon on the document line. The Context menu appears.

  3. Select View Activity. The Documents Activity modal appears and shows what changes were made to a document, who made the changes, and when the changes were made.