# Manage Vendor Documents

Who can use this feature?

	All Account Owners and Security Admins
	Any End Users assigned as an owner to one or more vendors
	Available on the Free, Core and Business plans

--- ## Upload Document Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io). Navigate to **Vendor Management** from the left-hand menu. Click the vendor card you want to manage. Scroll to the **Documents** section. Click **Upload Files** to open the upload modal. Enter **File Name**, select **Document Type**, and add an optional **Note**. Drag and drop the file or browse your device to upload. Click **Upload** to save the document. --- ## View Document Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io). Navigate to **Vendor Management** from the left-hand menu. Click the vendor card you want to view. Scroll to the **Documents** section. Click the **download** option to view the file. --- ## Edit Document Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io). Navigate to **Vendor Management** from the left-hand menu. Click the vendor card you want to manage. Scroll to the **Documents** section. Click the **Actions** menu next to the document. Update the **File Name** or **Note** fields. Save the updated document details. --- ## Delete Document Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io). Navigate to **Vendor Management** from the left-hand menu. Click the vendor card you want to manage. Scroll to the **Documents** section. Click the **Actions** menu next to the document. Select delete to remove the file. Confirm the deletion to permanently remove the document. --- ## What Happens Next The document is securely stored and linked to the selected vendor. Documents are categorized based on the selected document type. Updates to document details are saved immediately. Deleted documents are permanently removed from the vendor record. --- ## Troubleshooting If a document cannot be uploaded: - Ensure the file type is allowed (executables and unsafe files are blocked) - Verify required fields like **Document Type** are selected - Check file size and try re-uploading If you cannot edit a document: - Ensure you have access to the vendor - Confirm the document still exists and was not deleted - Refresh the page and try again If a document is missing: - Ensure it was successfully uploaded - Check if filters or sorting are applied - Verify you are viewing the correct vendor If deletion fails: - Ensure you have the correct permissions - Refresh the page and retry - Check if another user is currently editing the document