Tracking Onboarding Status

    Monitor the progress of vendor and customer onboarding requests.

    Submissions page

    The Submissions page shows all active requests with their current status: Submitted, Under Review, Pending Approval, Approved, or Rejected. Filter by type, date, or assignee.

    1. Navigate to Onboarding → Submissions.
    2. Use filters to narrow results by status or onboarding type.
    3. Click any request to view its full details and attached documents or send a reminder.

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    Creating Onboarding Forms

    Build intake forms for vendor and customer onboarding requests.

    Sharing Onboarding Forms

    Share onboarding intake forms with vendors and customers so they can submit their information directly.