Question 1

What is Onfile?

Accepted Answer

Onfile is a vendor compliance document platform that helps teams collect, review, track, and renew COIs, W-9s, licenses, agreements, and other required vendor documents.

Question 2

Who is Onfile for?

Accepted Answer

Onfile is built for property managers, contractors, facilities teams, operations teams, and businesses that manage vendor or subcontractor documents.

Question 3

Do vendors need an account?

Accepted Answer

No. Vendors can upload requested documents through secure upload links.

Question 4

What documents can I track?

Accepted Answer

COIs, W-9s, licenses, signed agreements, safety certifications, onboarding documents, and other required vendor documents.

Question 5

Does Onfile approve documents automatically?

Accepted Answer

No. Onfile can assist with extraction and issue flagging, but users remain responsible for final review and approval.

Question 6

Does Onfile replace my broker?

Accepted Answer

No. Onfile helps organize and track vendor documents. It does not replace your insurance broker, legal advisor, or risk-management professional.

Question 7

Can Onfile send reminders?

Accepted Answer

Yes. Onfile can help send reminders for missing, rejected, expiring, and expired documents.

Question 8

Can I export reports?

Accepted Answer

Yes. Onfile is designed to support compliance summaries, missing document reports, expiration reports, and vendor compliance packets.

Question 9

Is Onfile legal or insurance advice?

Accepted Answer

No. Onfile is a software platform for document organization, tracking, and workflow support.

Question 10

Can I start small?

Accepted Answer

Yes. You can begin with a small vendor list and grow into more advanced workflows.

Frequently asked questions