Open the vendor from Vendors in the left sidebar and select the Vendor Setup tab. Work down Required Information and Required Documents, using Fill in for information items and Upload for documents, or click Send reminder to have the vendor complete it themselves.
There are two ways to the finish line, and you can mix them. Whatever the vendor does not do, your team can enter.
Applies to: Admins and Managers
Steps
Click Vendors in the left sidebar (or press ⌘V), then click the vendor to open their Vendor Profile.
Select the Vendor Setup tab. The heading reads Vendor Setup Progress with the count, for example "3 of 14 complete", and a line telling you how many items remain.
To have the vendor do the work, click Send reminder. They complete the outstanding items through their portal.
To enter something yourself, find the item under Required Information and click Fill in next to it. Items with a value already showing are done.
For anything under Required Documents, click Upload next to the document and add the file.
Work through the remaining items until every item is complete, for example 14 of 14.
What happens next
Items you or the vendor submit do not count as complete straight away. They show as Under Review, or Awaiting Review, until they have been reviewed. The tab tells you when something is waiting on you, with a line such as "1 document awaiting your review."
The counts update as items clear. You will see them move in three places: the Vendor Setup Progress heading, the group counts on Required Information and Required Documents, and the VENDOR SETUP figure in the profile header along with OUTSTANDING.
As the note at the bottom of the tab says, "These requirements are configured in your organization's vendor setup settings. The vendor completes this information through their portal or it can be entered by your team."
If this doesn't work
The vendor is not responding to reminders → check the Contact column on the Vendors list to confirm the email address is right, then enter what you can yourself with Fill in and Upload.
An item still shows as incomplete after you submitted it → look for Under Review or Awaiting Review on that row. Submitted items are not counted until they are reviewed.
You do not see Fill in, Upload, or Send reminder → check the badge on the row first. Send reminder only appears while items are still outstanding. Fill in is replaced by an Awaiting Review badge once a suggestion is already pending on that field, and it does not appear on rows marked Not tracked yet or on rows that already show a value. Upload only appears on documents that are missing, rejected or expired, not on ones already Under Review or approved.
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