How to Store Vendor Documents in ComplyAuto

1. Navigate to your ComplyAuto dashboard and click "Vendor Management."

2. Click "Manage."

3. Search for the particular vendor and then click next to the vendor's name.

4. Scroll to section 7 at the bottom and click "Manage Documents."

5. Click "Add New Document."

6. From the drop-down list under "Document Type," select the correct type of document: Contract, Insurance Certificate, or Other.

7. Type the name of the document in the "Document Name" field.

8. Click "Upload Document."

9. Click "Select File" and choose the file from your desktop. Click "Upload."

10. If desired, add an expiration date. If you add an expiration date, choose the appropriate "Notification Settings" for when the document expires.

11. Add notes or more information under "Additional Details" if desired.

12. Click "Add Document."

13. Under "Added Documents," you can view, replace, edit, or remove files.

14. Click "Update Vendor" to save changes.