Add documents to vendors

Keeping the Documents section up to date ensures all vendor-related documentation is organized, accessible, and compliant. 

Follow these instructions to add or remove documents associated with a vendor.

Adding a Document to a Vendor

Go to the Vendors section and select the desired vendor from the list and access the Documents tab.

The Documents tab lists all documents linked to the vendor, such as the Main Contract, Data Protection Agreement, Documentation of implemented TOMs, and Terms of Service.

Add an Existing Document:

• Click the Add button.
• Use the search bar to quickly locate the required document in your library (all documents previously created in your Priverion platform).
• Select the document by checking the box next to it and clicking Add to list.

Create a New Document (if necessary):

• Click the Create button.
• Fill in the responsible person, status, and general Information.
• The classification is an attribute. It serves as an administrative tool to organize your documents.
• Click Next once all information is complete.
• Upload the document file by clicking the grey area or dragging the file into the designated space. Alternatively, enter the URL in the provided field if the document type is a link.
• Uploaded files will appear on the screen.
• Click Add to list to integrate the new document into the library and then Add to list to link it to the vendor.

Unlink a Document

• Locate the document in the Documents tab of the vendor profile.
• Click the three horizontal dots on the right side of the document.
• Select the Trash Bin icon.
• Confirm the removal by clicking the green check mark.

This will unlink the document from the vendor but will not delete it from the platform.