Resources

Practical guides for vendor compliance teams.

Guide

Getting started with Onfile

A step-by-step walkthrough from organization setup and vendor types to secure upload links, the review queue, and audit-ready reports.

Read the user guide →

Guide

The COI Review Checklist

What to look for on every Certificate of Insurance: additional insureds, limits, expirations, and more. Free 2-page PDF, plus an optional free audit of your vendor file.

Get the free checklist →

Best practice

W-9 Collection Without the Email Chase

How to standardize W-9 intake and renewals across your vendor base.

Coming soon →