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Recurring Document Updates

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Written by Shannon DeLange
Updated today

Leverage Vanta's document recurrence functionality to keep all of your documents up to date. Automated reminders will notify you in advance when Document updates are upcoming.

When it’s time to renew a document, update the document by creating a new draft, adding your updated files, and then marking the draft as complete. This ensures the renewed evidence becomes the current version of the document.

If a document includes multiple files, an expired file can cause the document to require review so you can update the evidence.

Change Document Recurrence

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  • From the left-hand navigation panel, select Documents.

  • Select the document you would like to edit.

  • Below your document details, place your cursor over the current recurrence, and select edit.

  • Choose how often you update the document and the number of days before the deadline you would like to be reminded to upload the new version.