On September 1, 2024 we will be sunsetting Trustpage functionality, and utilizing Vanta's Trust Centers and Questionnaire automation. Please reach out to your Customer Success Manager if you have questions.
Within a Review, you can share your requestable, shareable, and public resources, but you may also want to share specific documentation, such as a questionnaire. You can do so after you’ve accepted a Review Request or invited a customer or vendor to a new Review. Please see this article if you need to bypass an NDA for a resource shared in a review.
How to add or remove Trust Center resources within a review
- Click on the Reviews section of your Trust Center
- Open a Review that is Pending, Active, or Open that you would like to add Trust Center Resources to
- Click Manage Access
- Select the boxes of any resources you would like to add to the review or unselect to remove
How to share additional documents within a review
- Click on the Reviews section of your Trust Center
- Open a Review that is Pending, Active, or Open that you would like to add specific documentation to by clicking Continue Review or Access Review
- Click + Upload Files in the Review Documents & Questionnaires section
- Select documents from your local storage
- If you want this to be shared with all participants rather than only team members, you must change the visibility from Private to Shared.
- Private resources can be used to continue internal collaboration or approvals in the case of questionnaires. This is the default setting.
- You will likely use a shared resource for a complete final version that you can share with customers.
- Optional: Rename the resource by clicking Rename to the right of the document name
Archive a Resource within a Review
The user may archive resources uploaded to a Review. Admins may archive resources shared during a Review by Collaborators and other Admins.
- Log into your Trust Center
- Go to the Reviews section
- Open a Review that is Pending, Active or Open
- Locate a Shared Resource
- Click Archive