Every vendor has a profile page that shows their compliance standing, setup progress, documents, and contacts in one place.
Steps
Open Vendors in the left sidebar and click a vendor's name.
The header shows their compliance badge (e.g. Non-Compliant), plus three counters: Vendor Setup (e.g. 5 of 14 complete), Outstanding (items needing attention), and Expiring ≤ 30 Days.
Work through the tabs:
Overview: at-a-glance stats (projects, commitments and COs issued, tasks completed, total contract value), upcoming expirations, internal notes, and key contacts.
Vendor Setup: the full setup checklist (company name, address, primary contact, authorized signer, EIN / Tax ID, trades, bank info, and more). Items you can complete yourself have a Fill in button; click Send Reminder to ask the vendor to finish the rest.
Commitments & Documents: every document the vendor owes, grouped by project, with All / Approved / Under Review / Not Received filters and a Download button.
Activity: a dated history of what has happened with this vendor, filterable by All Activity, Invitations, Notes, Commitments, and Tasks.
Contacts & Info: who to reach and their roles.
What happens next
As the vendor completes setup items, the progress bar fills and the incomplete count drops. Documents they upload move from Not Received to Under Review to Approved, and the compliance badge updates.
If this doesn't work
If a vendor stays Non-Compliant → open Vendor Setup to see exactly which items are still missing, then Send Reminder. The header counter and the Vendor Setup progress bar both show the live total for your company, which is set in Settings → Vendor setup requirements.
If you need a document they already sent → Commitments & Documents, filter to Approved, and use Download.
If the primary contact is wrong → check Contacts & Info and update it from there.
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