Managing your Documents

Shannon DeLange
Shannon DeLange Idea generator Vanta Team Member Conversation starter
  • Updated

The Documents Page gives your company a list of needed documents for specific IT Security compliances and if your team has uploaded them to meet the requirements of an Audit.

Documents often need to be uploaded, renewed, removed, or adjusted. All of this can be done from Vanta's Documents Page.

 

Adding or Updating Documents

  • From the left-hand navigation panel, select Documents. From here, you will be able to see the complete list of documents needed and documents that have already been uploaded.

  • Select Document Needed for a specific document or Add Document at the top right-hand corner to add a new record.

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  • After clicking Add Document, you will be prompted to complete the pop-up with the Document itself and document information.

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  • Clicking on a specific document name will bring you to a page with information surrounding the Document's history.

  • You can upload a new document or a new version of the Document or add a link to it if it is stored elsewhere.

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  • This page will also show you the Audit History, which will show the actions taken to the Document within Vanta.

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  • The Details section of the page will show you a description of the Document, the time density and occurrence, and ownership.
    • Ownership can be adjusted by selecting Edit and a new assignee from the dropdown. 

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or

    • Select the radio button next to Document from the home page and edit the owner using the top right dropdown.

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Editing Document details

  • To edit the document filename, Description or recurrence start date, select the Document title you would like to update.
  • Once on the documents details page, select the Document you want to edit.
  • Select Edit and make the necessary changes.

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Removing Documents 

  • To remove a document, select the title you want to delete.
  • Once on the documents details page, select the Document you want to remove.
  • Select Delete

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Downloading Documents

  • Export All: Will download all of your documents stored on the Documents page in a zipped file 

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  • Export One:
    • Select the document title of the Document you would like to download.
    • Once on the documents details page, select the Document you want to remove.
    • Select Download

 

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Sensitive Documents

Documents marked with a sensitive tag are restricted to document owners and users with Admin permissions.  Auditors are granted temporary access to sensitive documents to verify your organization is following the requirements for SOC 2 during a schedule audit period.  

It is not possible to change the sensitivity of a default document. Custom documents can be flagged as Sensitive; See Marking Custom Documents as Sensitive for more details. 

Examples of Sensitive documents include:

  • Board of Directors meeting
  • Background checks
  • Exit interview
  • Org chart
  • Performance evaluations
  • Contractor Agreement
  • Employee agreement

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