Documents related to product information, HR, sales, and marketing teams are live on the Documents page. The Documents Page provides Vanta customers with a list of documents you will need to provide as a part of the audit for your chosen certificate, i.e., SOC2, ISO 27001, or HIPAA. Each request is evidence you'll need to complete your audit.
Accessing the Documents Page
From the left-hand navigation panel, select Documents.
Human resources, information technology, policy, engineering, and risks are preestablished sections of documents needed to obtain specific compliance certifications.
Documents will be categorized by sections and also tagged with the compliance name the document will be used for.
Each item will showcase the name of the document needed, the owner responsible for the document, and its status.
Document Status
If the status is Need Document, you must upload the document into Vanta.
If the document status is Ok, the document has been uploaded and is up-to-date.
If the document status is Needs Update, a new version of the document must be uploaded
If the document status is marked as Not Relevant, this document is not relevant to your specific security instance.
Searching & Filtering Documents
You can search for documents that have been uploaded using the search bar in the top left-hand corner. Documents can also be filtered by:
Status: The current status of an uploaded document.
Category: The section a document falls under.
Frequency: How often is the document expected or needed to be renewed?
Standard: The compliance framework the document serves, i.e., SOC2, HIPAA.
Priority: Is the document due soon or overdue?
Owner: Who is responsible for this document?