Everything your team needs to keep vendor documents current.

Onfile centralizes vendor document collection, review, reminders, reporting, and renewal tracking in one clean workflow.

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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