--- title: Managing Vendor COIs and Documents in Ressio description: Easily store and organize multiple critical vendor documentation in one place. --- [Skip to content](https://help.ressiosoftware.com/vendor-document-customization#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Vendor Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#vendor-management) # Managing Vendor COIs and Documents in Ressio ## Easily store and organize multiple critical vendor documentation in one place. Managing Vendor Documents in Ressio Ressio now gives you the ability to **add, customize, and manage multiple documents for each vendor profile.** This update provides flexibility for tracking certificates of insurance, compliance records, contracts, and other essential documents tied directly to your vendors. This guide explains step-by-step how to add, customize, and use the new document options, helping you keep your records organized and actionable. **Why Use the Updated Feature?** - 📝 Ensure every important vendor document is added and tracked with custom names, types, reference numbers, and expiration dates - 📆 Reduce manual follow-up with at-a-glance views and built-in reminders - ✅ Adapt documentation for any vendor scenario with greater flexibility - 📈 Expiration tracking ensures proactive compliance and less manual follow-up. --- #### Table of Contents - [Navigation and Layout](https://help.ressiosoftware.com/vendor-document-customization#navigation-and-layout) - [Adding a Vendor Document](https://help.ressiosoftware.com/vendor-document-customization#adding-a-vendor-document) - [Customizing Document Information](https://help.ressiosoftware.com/vendor-document-customization#customizing-document-information) - [Attaching and Managing Files](https://help.ressiosoftware.com/vendor-document-customization#attaching-and-managing-files) --- Navigation and Layout Ressio’s **Vendors** section in [**Company overview**](https://help.ressiosoftware.com/navigating-company-settings-in-ressio?hsLang=en) now includes a dedicated **Documents** section within each vendor profile. This section offers a cleaner overview and direct access to all documentation tools. ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/undefined.png?width=470&height=367&name=undefined.png) 💡 Start in the Vendors section, select a vendor, then open their **Documents** tab. [\[back-to-top\]](https://help.ressiosoftware.com/vendor-document-customization#back-to-top) --- Adding a Vendor Document **Select** the ***+ New Document*** button to open the updated entry form. The interface prompts for clear information to help you categorize and track each document. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/386bf876-aff1-4f2f-9416-b2e0f2664072/7860fdc3-4dea-41aa-b15d-d67e95da4762/images/0d67947f-d7a7-46d0-bec0-4a107a1a78dc.gif) [\[back-to-top\]](https://help.ressiosoftware.com/vendor-document-customization#back-to-top) --- Customizing Document Information The updated form contains new customizable fields: - **Name**: Enter a meaningful document title for quick reference. - **Type**: Choose a type (e.g., W9, certificate of insurance, contract, compliance) from the dropdown menu to group by document kind. - **Reference Number**: Add a unique identifier for easy cross-referencing. - **Expiration Date**: Set an expiration date as needed—vital for insurance or certification documents. - **Notes**: Include extra details or reminders specific to the document. ![Screenshot 2025-10-03 at 1.34.16 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-10-03%20at%201.34.16%20PM.png?width=390&height=313&name=Screenshot%202025-10-03%20at%201.34.16%20PM.png) 🚨 These new fields allow detailed categorization and set reminders for expiring documents—features not available previously. [\[back-to-top\]](https://help.ressiosoftware.com/vendor-document-customization#back-to-top) --- #### Attaching and Managing Files After filling in all details, add the required files using the **file icon 📎**. Each document entry now displays its attributes and supports easy sorting and filtering in the vendor’s list. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/386bf876-aff1-4f2f-9416-b2e0f2664072/7860fdc3-4dea-41aa-b15d-d67e95da4762/images/7f0b1412-e3cf-49f3-8600-6b9a32518beb.gif) 🤔 Quickly review or update existing documents from the vendor profile at any time. [\[back to top\]](https://help.ressiosoftware.com/vendor-document-customization#back-to-top) --- If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. 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