Vendor Documents

This article and video describe how to use the Vendors Documents page to store and maintain documentation for vendors. 
 

In Vantaca, you can use the Vendors Documents page to store all of those important documents for your vendors in one central location. The Vendors Documents page features separate page securities to help keep those documents secure. This is a perfect place to store W9s, Certificates of insurance, ACH authorizations and more!

Navigate to Vendors > Documents.  

To select a vendor, click the vendor name link to open the search, and select a vendor.

This Documents page is a global page for the vendor but is an internal page that homeowners and board members cannot access. The security to access this page, include: View only, Add/ Update, which allows users to add and update documents in the folders, Delete and Edit Folders, which allows users to edit the folder structure.

• To add a new sub-folder, right-click a folder, select New folder, enter your folder name and click Update.
• To add a new document to an existing folder, right-click on the folder you want to place your document in and select New Document.

From here, you can drag and drop your file into the Select Files box, or you can click Select Files to choose a file from your computer or network. Be sure to click Upload after your file has finished processing. After a file has been uploaded, the name of that file cannot be changed unless the file is removed and then re-uploaded with a different name, so be sure that you are satisfied with your file name before uploading!

To edit the name of an existing folder, right-click on that folder and click Edit folder.

Note: Service Providers has been renamed to Vendors.