The first step to a successful Pima integration is to upload your most commonly shared documents to the plaftorm. Security policies, SOC2 Reports, Penetration test results are a few of the most popular documents shared by Pima's users.
The steps to upload a document are pretty straight forward:
- Click on
Documents
on the left hand side panel - Click on
Add Document
on the top right corner - Click on
Choose File
and select a document from your computer - Fill in
Document Name
and hitSave Changes
Request Center
When uploading documents you may choose to list documents name publicly on your Request Center. To use this feature, enable the checkbox below the description field.
Read "Publicly list document on Request Center" to learn more about this feature.
2. Upload and configure an agreement