Vendor documents, together Compliance ready for review
Contracts, BAAs and vendor risk reviews in one place inside your Microsoft 365. Expiry reports flag insurance certificates and licences that are expiring or out of date.
Sound familiar?
Missing BAAs stall vendor onboarding.
Risk questionnaires signed once, never revisited.
Contracts scattered across departments and sites.
BAA and onboarding requests, linked to the contract
Use no-code forms for vendor onboarding and BAA requests, with conditional fields that appear only when they apply. Each request links to the vendor and contract, so the BAA sits next to the services agreement it covers. With the Vendor Portal annual add-on on Professional and Enterprise, vendors upload certificates, licences and documents and answer risk questionnaires themselves, and you can send questionnaires again on a schedule. Renewal forms can go out automatically 90 days before a certificate expires, followed by weekly reminders. Vendor compliance →
Every department, one repository
Contracts from every site and department in one place in your SharePoint, with access by team. Renewal alerts and a dashboard of upcoming expirations show what's coming due across every site. Dock AI extracts clauses and key dates from signed contracts, and you turn any clause into a tracked obligation. Dock doesn't replace your EHR or ERP; it holds the contract and vendor-compliance record alongside them. Obligations & renewals → Dock AI extraction →
“When we need a contract now, we can actually find it.”
Questions
See Dock read your contracts
30-minute demo on your own contract types.
- 115-min discovery
- 230-min demo on your contract types
- 3Security pack if IT needs it
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“When we need a contract now, we can actually find it.”