Vendor documents

Ramp allows you to easily upload and store key documents relevant to your vendor within a vendor profile. Documents can range from contracts to W9s, security questionnaires, and more.

Ramp also offers the ability to parse uploaded vendor contracts and pull important contract details like contract amount and contract start/end dates.

Vendor documents

To upload a vendor document, simply click on the vendor profile, go down to Documents and upload the desired document. Document types include Contracts, SOC2, Privacy policy, Certificate of insurance, and more.

Once a document is uploaded, you can select the type of file that has been uploaded next to the toggle. You can also request documents directly from vendors.

*Note -*At this time, documents like W9's can only be uploaded for your vendors, not your business. If relevant, you can manage your business's EIN in Company > Entities > Edit, and add your company's tax address in the 1099 filing flow.

Bulk upload documents

Note- Only Admin and Accounts Payable roles can bulk upload documents for multiple vendors.

To upload multiple documents for all your vendors at once go to Vendors > click the 3 dots in the top right > Upload documents. Ramp will extract the document contents and use that and the file name to categorize the document type, and match it to a vendor.

You will be asked to review the vendor and type for each document. Here you will need to select the Vendor and Type for those that weren't auto-categorized, or change any selections.

Bulk upload tax documents

If tax documents (W-9/W-8) are uploaded, we extract key tax details from those documents (like tax classification, TIN, legal name, country) and you will see a page to review this.

• If there are no existing tax details for a vendor and vendor approvals aren't on, any uploaded tax details will be auto-accepted and applied to the vendor's profile.
• If there are existing tax details for a vendor, you will need to reject or accept the updates.
  • Rejecting the update will delete the uploaded tax document and not add those details to the vendor's profile, while accepting will add the new tax details to the vendor profile.

If your company has vendor approvals on, any tax details approved through this flow will then go through the approvals flow.

Note- after the upload, if you exit the flow you can save your progress and come back to documents review from your home page. Go to Home > scroll to the bottom > Documents to review.

All documents and details will appear on the vendor's profile after the flow is complete.

Bulk download documents

To download documents across multiple vendors, select vendors from the table > click the export button in the top right corner of the table.

• You can select which document types to include in the export.
• If you export sensitive documents like tax information, you will be required to enter an MFA code you receive in your email.
• You will receive a secure link via email to download your exported documents.

Note: Uploads are currently limited to 100 documents at a time.

Contract parsing

Go to Vendors > click on the 3 dots in top right > Upload contract. Ramp will parse the contract for you and extract key contract details like contract amount, payment frequency, contract start/end dates. You can also select if it contains a clause to auto-renew, and choose renewal reminders.

Contract reminders

You also have the option to enable contract end reminders for email notifications to be sent to the Vendor Owner 30 and 60 days prior to the Last Day to Terminate or the Contract End Date, whichever may come first.

Note, a date must be entered for “Last Day to Terminate” or “Contract End Date” for notifications to be sent.

After reviewing all the entered contract data, you can save the information and view a summary of the key contract details and a visual timeline of contract dates.

All uploaded documents are easily accessible from the vendor profile. Uploaded contracts with added dates will also have the visual timeline displayed.