Collecting Vendor Documents with a Private Link

  • Updated

When performing a security review on a vendor, you may need specific documentation to complete the review. With Vanta, a private link can be sent to the vendor, allowing the vendor to upload the documents themselves and expediting the vendor review process. 

 

Sending a Private Link to the Vendor

  • Start a new review from the Security Reviews page or open a review currently in progress.
  • Once on the review page, select the Security Review tab 
  • Select Request Documents

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  • Select the documents you would like to request from the dropdown menu
  • Send an email including the link to your Vendor contact, or copy the link and send to them manually

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Treat this link as sensitive: Anyone with this link can send files to your security review. Make sure to only share it with designated vendor.
 

Vendor View of the Document Portal 

  • When the vendor accesses the link, they will be able to upload or link to documents directly into the portal, giving you access to those documents in Vanta
  • They can also select I don't have this if this is a document the vendor does not have available
  • If the vendor would like to invite other team members into the portal to upload documents, they can select + Invite others from the top right-hand corner 

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