Vendor Profile: Internal Documents

Use the Internal Documents page [ Vendor Profile ➔ Internal Documents] in the Vendor Risk Management application to upload and manage a selected vendor's internal documents, such as vendor contracts and non-disclosure agreements.

Actions

Add Documents

• Instructions: Select the Add Document button at top-right of the Internal Documents page and then select the file to upload.

  Hold Command (Mac)/Ctrl (PC) to select additional files.

• Drag and drop the document file(s) into the Internal Documents page.

Filter by Document Tag

Instructions: Select the Filter dropdown at top-left of the Internal Documents page.

Get Instant Insights on SOC2 Reports

Get Instant Insights on any document that is validated by the AI to be a SOC2 report.

Instructions:

1. Use the Add Document button at the top-right to upload a SOC2 report or drag and drop the file into the bottom of the page.
2. Assign the Report tag to it.
3. Select the Get Instant Insights button.

Remove a Vendor

Instructions: Select Actions ➔ Remove at the top-right of the Internal Documents page.

Search Documents

Instructions: Enter the document name or tag name into the search bar at the top-right of the Internal Documents page.

Sort Documents

Sort documents:

• Alphabetical: A to Z
• Alphabetical: Z to A
• Expiration date: Newest to Oldest
• Expiration date: Oldest to Newest

Instructions: Select the Sort dropdown at the top-left of the Internal Documents page.