Accessing a Vendor’s Documents 

This article explains how to locate, update, and access vendor documents such as W9 forms and Certificates of Insurance (COI) in VIVE.

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Navigate to the Vendor Details Page

1. Log into VIVE.
2. Click on “MY VENDORS” in the left-hand navigation panel.
3. Select the vendor you need to review.
4. After selecting the vendor, a submenu on the left screen will appear for that vendors profile.

(Below image of submenu after selecting vendor)

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Open the Vendor’s Document Section

1. In the vendor's profile, click on “DOCUMENTS” from the left-hand menu.
2. A list of uploaded W9, COI, and other compliance documents will appear.

Upload Documents

1. Upload documents above the grid on the right hand side of the screen.
2. A screen will pop-up allowing you to choose what type of of document you want upload.
3.  You will get a pop-up message after you successfully upload the document and it will show in the grid.
   
   
   

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Filter & Download Documents

• Filter by File Type: Enter W9 or COI in the Type field to find relevant files. Please note W9s and Vendor Service agreements are only available to Admin users.
• Search by Date or User: Use the Date & User columns to find specific uploads.
• Download a Document: Click the download icon (⬇️) next to the file you need.

Additional Tips

• Reset Filters: If no results appear, click "Reset Result Filters" to refresh.
• Check Permissions: W9s and Vendor Service agreements are only available to Admin users.

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Need More Help?

For further assistance, contact VIVE's customer service:

Available 9:00 am - 6:00 pm Monday - Friday EST

• Online chat under the "Help" icon
• Email: support@getvived.com