Document Requests

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Simplify Vendor Document Collection

Document Requests let your team securely collect and track critical vendor documentation — such as insurance certificates, SOC reports, and financial disclosures. Whether sent as one-time tasks or part of a recurring workflow, every request is centralized, logged, and visible to the right people at the right time.

Request Documentation from Vendors

Easily initiate document requests for insurance policies, SOC reports, or financial statements—keeping everything in one place.

Seamless Vendor Submission via Guest Portal

Vendors can log in to securely upload requested files. Once uploaded, the request owner is automatically notified for follow-up and review.

Assign Requests to Specific Owners

Ensure accountability by assigning each document request to a designated team member for review and follow-up.

Automate with Recurring Bulk Actions

Pair document requests with scheduled bulk actions to automate reminders and recurring requirements.

Support for Multiple File Uploads

Vendors can upload multiple supporting documents in one response — making submissions more flexible and easier to review.

Centralized Landing Pages for Visibility

Access organized views of all document requests—including overdue items and those recently updated by vendors.

Archive Old Requests Automatically

Move completed or outdated requests into archival status for a cleaner day-to-day view.

Custom Fields for Tailored Tracking

Create up to 10 custom fields to capture request-specific metadata and streamline your documentation workflow.



Stop Chasing Vendors for Files

Request documents, track submissions, and keep everything organized in one place.

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