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
- 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.
- 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.
- 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.
- If the file is pending and you have checked it, choose Confirm complete and current. It becomes Company-confirmed.
- 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.