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Manage documents

Learn how to rename, download, archive and unarchive documents you’ve uploaded.

You can rename, download, archive and unarchive your documents on Vendor Compliance → Documents. You can only rename and archive documents your company owns, not documents shared with you by other companies.

The Documents page has three tabs: Documents lists all documents you can see, Request Access lists documents of other companies that you can ask to see, and Archived lists documents you’ve archived.


View a document

Click the document name to open the file.


Rename a document

  1. Hover over the document name and click the pencil icon.

  2. Enter the new name and press Enter to save.


Download documents

  1. Tick the documents you want to download.

  2. Click Download in the bar above the table.


Archive documents

  1. Tick the documents you want to archive.

  2. Click Archive in the bar above the table.

  3. Confirm with Yes.

Archived documents are moved to the Archived tab and are hidden from the other companies in your network, including the companies you shared them with.


Unarchive documents

Archived documents aren’t deleted. You can restore them at any time:

  1. Open the Archived tab.

  2. Tick the documents you want to restore and click Unarchive in the bar above the table. To restore a single document, you can also click the unarchive icon in its Actions column.

  3. Confirm in the dialog.

Unarchived documents are moved back to the Documents tab and are visible to your network again, with the same privacy status as before.

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