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 →