Documentation Tab

Follow the steps below to complete the Documentation tab.

1. Click the Documentation tab in the left navigation menu of the Vendor Profile.
2. Click the Add Document drop-down field and select Miscellaneous Documents from the drop-down menu.

3. Click the Add Document button.

   

   The Edit Document window appears.

4. Click the Document Type drop-down field and select Miscellaneous / Certificate of Incorporation from the drop-down menu.

   Important: Regardless of whether a vendor has a Certificate of Incorporation or an equivalent, such as Articles of Incorporation, the vendor must select Miscellaneous / Certificate of Incorporation from the drop-down menu to satisfy the requirement. PASSPort requires a document submission with this document type selected.

   
5. In the Document's name field, enter the document's name.

6. Click the Save button at the top of the window.

   

   The page refreshes and a red blocking alert appears at the top of the window indicating that a document is required.

7. Click the Manage Documents button and follow the prompts to upload the Certificate of Incorporation or equivalent document from your computer or link the document from your PASSPort Vault.

   For details on how to upload or link documents, see Upload or Link Documents to a Task.

   

8. After ensuring you have uploaded the correct document, click the Submit button.

   Note: A document cannot be deleted once it has been submitted. If an incorrect document was submitted, upload and submit a new document and indicate in the Comment field that the previous document submission was made in error.

   
9. Then, click the Close button.