Collecting Vendor Documents with a Private Link

  • Updated

When performing a security review on a vendor, you may be looking for specific documentation from the vendor 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

  • From the Vendor page, start a new review or open a review that is currently in progress

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  • Once on the review page, select the Security Review tab 
  • Select + Share link

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  • Select the documents you would like to request and copy the link provided 

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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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