Feature
Document Checklist
Track required files like W-9s, NDAs, service agreements, insurance certificates, licenses, and compliance documents.
Checklist engine
Required documents by vendor type
Ops teams configure checklists once; VendraOps tracks what arrived, what is missing, and what expired.
| Document | Facilities | IT vendor | 1099 contractor |
|---|---|---|---|
| W-9 | ✓ | ✓ | ✓ |
| Certificate of Insurance | ✓ | ✓ | — |
| MSA / Service Agreement | ✓ | ✓ | ✓ |
| ACH authorization | ✓ | ✓ | ✓ |
| Business license | ✓ | — | — |
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