Learn about adding documentation to assist with third party risk assessments
When an UpGuard customer is monitoring your organization as a vendor, they can send you requests for documentation to assist with assessing your security posture. Providing security documentation, such as audit reports, to your customers by responding to these requests is a great way to securely share information about your company's security posture and may alleviate the need to answer a lengthy security questionnaire or may help support or clarify answers you have provided in a security questionnaire.
If an UpGuard customer sends you a request for documentation you'll receive an email detailing the request and a link to the UpGuard platform to upload the requested documentation.
There's also a notification on your UpGuard Home page and My tasks list.
You can also see the request by navigating to Trust Exchange > Document Requests
Select the document request to see the request details, then select Add document to upload a document or add one from your Content Library. You can also set an expiry date.
Once you have uploaded the document, you will see the status change to In review, which means that your document has been shared with users in the organization who requested the document.
Once your customer has reviewed the document you uploaded, you will see the status change to complete.
