Everything your team needs to keep vendor documents current.
Onfile centralizes vendor document collection, review, reminders, reporting, and renewal tracking in one clean workflow.
Vendor Management
- Vendor directory
- Vendor types
- Assigned owners
- Compliance statuses
- Document requirements
Document Requirements
- Templates by vendor type
- Required vs. optional
- Expiration tracking
- Minimum insurance requirements
Vendor Upload Portal
- Secure upload links
- No vendor login needed
- Mobile-friendly upload
- Confirmation after submission
AI-Assisted COI Review
- Extracted fields
- Confidence indicators
- Issue flagging
- Human approval
- No automatic compliance decision
Automated Reminders
- Missing documents
- Expiring soon
- Expired documents
- Rejected document replacement
Compliance Dashboard
- Status overview
- Next actions
- Recent uploads
- Upcoming expirations
- Pending reviews
Reports & Audit Trails
- Compliance summary reports
- Missing document reports
- Expiration reports
- Vendor compliance packets
- Activity logs