Financial institutions are required to collect and review specific vendor documentation on an ongoing basis — SOC 2 reports, certificates of insurance, financial statements, business continuity plans, and more. Document Requests automates the collection process, tracks submission status, and keeps every critical file organized with a full audit trail.
Easily initiate document requests for insurance policies, SOC reports, or financial statements—keeping everything in one place.
Vendors can log in to securely upload requested files. Once uploaded, the request owner is automatically notified for follow-up and review.
Ensure accountability by assigning each document request to a designated team member for review and follow-up.
Pair document requests with scheduled bulk actions to automate reminders and recurring requirements.
Vendors can upload multiple supporting documents in one response — making submissions more flexible and easier to review.
Access organized views of all document requests—including overdue items and those recently updated by vendors.
Move completed or outdated requests into archival status for a cleaner day-to-day view.
Create up to 10 custom fields to capture request-specific metadata and streamline your documentation workflow.
Request SOC reports, insurance certificates, and financial disclosures — track submissions, log history, and stop following up manually.
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