Prerequisites

• You will need to be an administrator on Vanta
• You will need to have the contact information for your account manager for the Vendor 

Procedure

• Go to the vendor page and hover over the Needs document icon:

• This will list all of the necessary documents required for that vendor; make note of these and gather them to an easily accessible location on your desktop:

In this example, the following documents need to be uploaded:
- Security Document
- Business Association Document
- Attestation of Compliance

• Once documents have been gathered, click into the vendor and scroll down to the 'Security Assessments section:
  
  
  
  
• Click the purple Upload Assessment button
  
  
  
  
  
• Select one document at a time to upload, and specify its type. Vanta will, by default, select security assessment; if you are not uploading a security assessment, choose the appropriate document type

• Click upload and save once complete

• Repeat for the remaining required documents; be sure to specify each type, i.e., choose business associate agreement when uploading a business associate agreement instead of leaving it at the default Security assessment bubble. 
  
  
• Once complete, click on Save vendor in the top right

• The Vendor should be in an 'OK' state if all of the required documents have been added and saved
  
  

Keep in Mind

What do I do when the vendor does not have the security documents available?

• You can reach out to your point of contact at that vendor with a questionnaire by clicking the send questionnaire button

• You can then send a customized message and a default questionnaire with security questions Vanta has prepopulated for you. If you prefer to use your own questionnaire you can upload a new one or use a previously existing one. If you need help customizing your custom questionnaire reach out to your account manager at Vanta: 

The save vendor button is grayed out and won't let me click it even after uploading new documents

• You most likely created this vendor and added the documents later. To have the button become available to click, add white space and delete it, or copy and re-paste the existing information in the 'Additional information section':