Documents related to Product Information, HR, Sales, and Marketing teams live on the Documents Page. The Documents Page provides Vanta customers with a list of documents you will need to provide as a part of the audit for your chosen certificate, i.e., SOC2, ISO 27001, or HIPAA. Each request is a piece of evidence you'll need to complete your audit.

 

Accessing the Documents Page

  • From the left-hand navigation panel, select Documents

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  • Human resources, Information technology, Policy, Engineering, and Risks are preestablished sections for documents needed to obtain specific compliance certifications
  • Documents will be categorized by sections and also tagged with the compliance name the document will be used for 
  • Each item will showcase the name of the document needed, the owner responsible for the document, and the status of the document

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Document Status

  • If the status is Need Document, you will need to upload the document into Vanta.
  • If the document status is Ok, the document has been uploaded and is up-to-date.
  • If the document status is Needs Update, a new version of the document must be uploaded
  • If the document status is marked as Not Relevant, this document is not relevant to your specific security instance.

Searching & Filtering Documents 

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You can search for documents that have been uploaded using the search bar in the top left-hand corner. Documents can also be filtered by:

  • Status: The current status of an uploaded document
  • Category: The section a document falls under 
  • Frequency: How often is the document expected or needed to renew
  • Standard: The compliance framework the document serves, i.e., SOC2, HIPAA
  • Priority: Is the document due soon or overdue?
  • Owner: Who is responsible for this document