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

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