Vendor Folder Structure: How to Organize COIs, W-9s, and Licenses
If vendor paperwork lives in random email threads, downloads folders, and old file names, it becomes hard to prove what you have and what is missing. Quick answerUse one main vendor folder, one folder per vendor, and consistent subfolders for W-9s, insurance, licenses, client forms, submitted packets, and expiration tracking. Recommended structure Folder structure Vendor … Read more