Vendor documents

Overview

Store and organize all vendor-related documents in one place. Link documents to specific contracts or keep them at the vendor level.

Uploading documents

1. Open the vendor record.
2. Click the Documents tab.
3. Click Upload or drag and drop files.
4. Add a description and category.

Document categories

• Contracts -- Signed agreements and amendments
• Compliance -- Certifications and licenses
• Financial -- Invoices and payment records
• Correspondence -- Emails and meeting notes

Searching documents

Use the search bar to find documents by name, category, or date range.

Tip: Use consistent naming conventions to make documents easier to find.