Skip to main contentUse the onboarding workspace to coordinate what vendors need to provide and track progress in real time.
Create a vendor invitation
- Select Add vendor from the dashboard.
- Enter the vendor’s business name, contact person, and preferred email.
- Choose the requirement template that matches the type of work or project.
- Add any notes the vendor should see, such as site safety rules or payment expectations.
Track submission progress
- Monitor the live checklist that shows which sections are complete, pending, or require updates.
- Communicate within the portal using comments, keeping questions and answers tied to the submission.
- Reassign reviewers when workload shifts or a subject matter expert needs to weigh in.
Approve with confidence
- Review each document with contextual guidance on what to verify.
- Request changes if something is unclear. Vendors receive a prompt to update the specific item.
- Once everything checks out, approve the submission so the vendor is cleared for procurement and project teams.
