You can use the Vanta integration to import evidence files into a engagement's Documents menu. Once you’ve set up an engagement and a sheet with your imported Vanta controls, you can import evidence from Vanta and automatically sync files to the correct row in your sheet.
Before you begin
Before using the Vanta evidence import feature, you must set up Vanta for import.
Optional: Before you import evidence, set up a sheet with controls imported from Vanta. Do this if you want Fieldguide to automatically link the files to the correct sheet rows.
If you don’t have a sheet configured, you can still import files from Vanta—they just won’t automatically link to sheet rows.
Import evidence files from Vanta
To import evidence files from Vanta, follow these steps:
Inside the engagement, go to the Documents menu and open the folder where you'd like to import all your Vanta evidence into. Your files will import into a new folder inside your current location in the Documents menu.
Click New > Import from integrations.
In the side drawer, select your Vanta connection, the Vanta audit that you’d like to import evidence from, and your import method (link to sheet or import without linking). Fieldguide will display a preview of the import.
Click Finalize Import. The import process may take a few minutes to complete.
The imported files will display in a new folder with sub-folders per control. If you have selected the simple import option, you can move your files or create reference files as needed. If you selected the auto-map option, reference files will be created automatically for every matching control/sheet row in your sheet.