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Vendor Compliance Document Upload
Vendor Compliance Document Upload

Streamlining document upload for companies

Stacey Avery avatar
Written by Stacey Avery
Updated over 5 months ago

Feature Overview:

The company upload page enables vendors to access all required documents for a specific client from a single interface. Vendors can access this page without claiming an account, however we encourage your vendors to do so. Follow this article to learn more about claiming an account.

The name of the client or team that made the document requests is displayed in a blue banner at the top of the page.

Unlike the earlier method that needed navigating through individual upload links for each document request, this new page presents a unified view of all requested documents.

Vendors can easily interact with the page, uploading documents until the list is completed. Once all required documents have been uploaded, the page displays a "No documents required" message.

Vendors will also find their company name, address, and a logo (if available) as entered by their client conveniently displayed on the upload page.

How to Use

Prerequisites:

Vendors must receive a document request email to access this upload page. The email contains an "Upload Documents" button, which will redirect them here.

Uploading Documents

Upon accessing the upload page, the vendor will find a list of requested documents along with a corresponding upload button for each item. Clicking on the upload button opens a modal where they can conveniently upload the required documents.

To ease document uploads, users can use the drag-and-drop functionality within the "Upload" section of the modal. Alternatively, users may opt to click inside the upload section, which opens a file explorer allowing them to select files directly from their local storage. User can upload multiple files (max. 10) in the same modal. Based on the request created by the client, the vendor may have to optionally state the expiry date for the document being uploaded. This can be done using the date picker under the Expiry date section.

As documents are successfully uploaded, the corresponding items will disappear from the list, simplifying the task further.

Frequently Asked Questions (FAQs):

Q) What happens when a vendor has uploaded all the requested documents from the list?

A) Once all requested documents have been uploaded, the page will display a splash screen with the message "No documents required," confirming successful completion.

Q) Would request emails sent out before this update still work?
โ€‹A) Request emails sent before this update will continue to function as before. However, vendors will not have access to the new and improved page until they receive a new request email.

Q) What happens when a vendor has uploaded a wrong document?
โ€‹A) The vendor will need to contact their client and ask them to send a new request.

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