A scoped request
Choose the vendor, document type and recipient. Each private link is scoped to one request, expires, and can be revoked.
Jame Systems platform
Vendor document collection and onboarding
Replace scattered attachments with a request your vendor can act on.
A clear submission
The vendor sees the requested type and applicable requirements, then supplies the file and dates without becoming a team member.
A visible handoff
The request moves from requested to submitted. Your team reviews it, accepts satisfactory evidence, or asks for a correction.
Example: ask a maintenance vendor for its liability insurance instead of forwarding another open-ended email.
Questions about vendor document collection and onboarding
What documents can I collect from vendors?
Request certificates of insurance, licenses, contracts and other document types you configure. Track the vendor contact, requested file, submission status and next review step in the same workflow.
Do vendors need to create an account?
A recipient can submit a requested document through its private upload link. Internal team members use workspace accounts to review evidence, manage requests and follow up.
Can I migrate an existing spreadsheet?
Professional includes CSV import with column mapping, duplicate detection and row corrections. Enterprise import capabilities depend on your agreement. Each file can contain up to 2,000 rows and must fit your plan's capacity.