Please make sure to fill out the required form exactly as shown below and verify that all information entered is complete and accurate before submitting. Incorrect or missing details may delay your onboarding.
To ensure fast and accurate onboarding, all vendors must submit their information using the required Excel format below.
Required Columns
Your Excel file must include the following columns in this order:
Company Information
Company Name
DBA (optional)
Company Street Address
Company City
Company State
Company ZIP Code
Website (optional)
Company Email
Company Type
Tax Identification Number
Office Information
Office Location Street
Office Location City
Office Location State
Office Location ZIP Code
License Information
License Number
License State
License Class (optional)
License Expiration Date
Contacts
Primary Contact First Name
Primary Contact Last Name
Primary Contact Email
Default Signer First Name
Default Signer Last Name
Default Signer Email
Default Task Assignee First Name (optional)
Default Task Assignee Last Name (optional)
Default Task Assignee Email (optional)
Additional
Phone Number
Sample Template
A downloadable formatted Excel template is attached to this help page.