The Documents page is the portal-wide library of every file uploaded against any vendor, organized by document type — handy when you need "all COIs" or "every W-9" rather than one vendor's folder.

The global Documents library

What you're looking at

• Type tabs. W-9, IRS Verification, Certificate of Insurance, Endorsement, Independent Contractor Agreement, Scope of Work Agreement, Pricing Sheet, ACH, etc. Each tab lists that document type across all vendors.
• Active / Archived toggle. Switch between current documents and ones that have been archived (superseded/expired).
• Per-row actions. Each file shows its vendor and upload date, with open (view in a new tab) and archive controls.

Happy path

1. Open Documents from the sidebar.
2. Pick the type tab you need (e.g. Certificate of Insurance).
3. Open a file to view it, or archive an outdated one.

Issues & edge cases

• A document isn't here — it may be under a different type tab, or it was archived (check the Archived toggle). Documents are archived, never hard-deleted.
• Can't download / open — the file may still be processing right after upload; retry shortly.
• Duplicate/old versions — archive the superseded copy so the active list shows only the current document.
• Uploading — new documents are normally added from a vendor's Documents panel (which tags them to that vendor and type), then they appear here automatically.
• File type/size — uploads accept PDFs and common image formats up to the size limit; oversized or unsupported files are rejected.