Let vendors do the work

Vendor Self-Service Uploads

Stop chasing contractors for documents. Send a secure magic link and let vendors upload their own licenses, insurance certificates, safety records, contracts, tax forms, and any other compliance documents directly into your dashboard.

Start free — track up to 3 vendors No credit card required

The document collection problem

Collecting compliance documents from vendors is one of the most tedious parts of vendor management:

Endless email back-and-forth requesting updated documents

Vendors send wrong documents or outdated versions

Documents arrive as email attachments that need manual filing

Follow-up reminders become a full-time job

How the magic link works

1. Send an upload request

From any vendor profile, click "Request Documents" to send the vendor a secure magic link via email. Specify what documents you need.

2. Vendor uploads documents

The vendor clicks the link, sees a simple upload page, and submits their documents. No account needed — they can even look up their own license from the upload page.

3. Documents appear in your dashboard

Uploaded documents are automatically attached to the correct vendor profile. The vendor's compliance score updates instantly. No manual filing needed.

Who benefits from vendor self-service?

Property managers onboarding new vendors

HOA managers collecting annual renewals

GCs gathering subcontractor documentation

Anyone tired of chasing vendors for paperwork

Frequently asked questions

Does the vendor need an account to upload documents?

No. Vendors receive a secure magic link via email and can upload documents without creating an account. The process is simple and takes just a few minutes.

Can I resend the upload link if the vendor doesn't respond?

Yes — you can resend the magic link at any time from the vendor's profile. You can also create new upload requests if the original link expires.

Can vendors look up their own license through the upload page?

Yes. The vendor upload page includes a license lookup feature that lets vendors search for and attach their license directly from our database of 850,000+ professional licenses.

Let your vendors handle the paperwork

One click to send a request. Documents flow directly into your dashboard. No more email chains.

Start free — track up to 3 vendors

No credit card required

Vendor Self-Service Uploads

The document collection problem

How the magic link works

1. Send an upload request

2. Vendor uploads documents

3. Documents appear in your dashboard

Who benefits from vendor self-service?

Frequently asked questions

Let your vendors handle the paperwork

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