Docs
Guides & product updates.
Learn how to get the most out of Onfile and follow along as we ship new features.
How-to guides
Step-by-step walkthroughs for the everyday workflows.
Getting started in 10 minutes
Set up your workspace, invite teammates, and import your first vendor list.
Coming soon →
Uploading & auto-extracting COIs
How Onfile reads carrier, limits, additional insureds, and expiration dates from any PDF.
Coming soon →
Reminders & renewal workflows
Configure auto-reminders so vendors send updated docs before they expire.
Coming soon →
Inviting vendors to a portal
Send a secure link so vendors can upload directly, no email back-and-forth.
Coming soon →
W-9, license & custom doc types
Add your own document types with required fields and review rules.
Coming soon →
Audit-ready exports
Generate a snapshot of every vendor's compliance status for auditors.
Coming soon →
What's new
Product updates, releases, and changes.
Coming soon
Slack notifications
Get expiration alerts and review pings in your team's Slack channel.
Coming soon
Bulk vendor import
Upload a CSV to onboard hundreds of vendors at once.
Looking for the full release history? See the changelog.