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1. Upload a new document

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:

  1. Click on Documents on the left hand side panel
  2. Click on Add Document on the top right corner
  3. Click on Choose File and select a document from your computer
  4. Fill in Document Name and hit Save Changes
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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.

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Read "Publicly list document on Request Center" to learn more about this feature.

📰2. Upload and configure an agreement