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How to Collect Vendor Documents Securely
Vendor documents should be collected in a way that keeps files tied to the correct vendor, requirement, and review decision.
Steps to follow
- 1Create a dedicated record or workspace for each vendor.
- 2Send specific document requirements instead of asking for files in a general email thread.
- 3Keep uploaded files connected to the requirement they satisfy.
- 4Restrict review and approval actions to authorized team members.
- 5Document approval, rejection, and rework decisions with reasons.