Resources within Reviews

  • Updated

On July 31, 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