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Uploading documents

Add a file to its checklist item, review the result, and confirm it when it is complete and current. Follow the steps to upload and check documents in Vanward.

Steps

  1. Open Documents and select the checklist item that matches your file. Use the status filters (To do, Pending, Done) or the Required for stage picker to find it.
  2. In Upload file, drag a file into the upload area or use the file picker. Accepted formats are PDF, Excel, CSV, Word, PNG, and JPEG, up to 25 MB.
  3. Open the uploaded file and read its status and any check result. Where automated checks are enabled, they give a recommendation. The document stays pending until a person at your company reviews and confirms it.
  4. If the file is pending and you have checked it, choose Confirm complete and current. It becomes Company-confirmed.
  5. To update a file, open the item and use Replace file. If it is locked as Company Verified, choose Unlock first.

Questions and answers

What if a document does not exist yet?
Mark it as a gap. If the item does not apply to your company, choose Not applicable and give the reason requested. These are different from uploading a file.
Does replacing a shared file update my ReadiLinks?
Yes. Active ReadiLinks show the replacement with the same visibility. The earlier version remains in history and is no longer available through those links.