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Procurement
12 min read
Supplier Onboarding Workflow
Best practices for collecting supplier documents, setting up portals, and tracking compliance status.
01
Creating a supplier profile
Add your suppliers to Compliance Cover with their company details, primary contact, and required documents list.
02
Configuring document requirements
Specify which documents you need from each supplier: insurance certificates, certifications, financial documents, etc.
03
Sending portal invitations
Invite suppliers to their dedicated portal where they can upload documents directly.
04
Reviewing submissions
When suppliers upload documents, you'll be notified. Review and approve or request corrections.
05
Monitoring ongoing compliance
Track document expiry dates and supplier compliance scores. Set up automatic reminders.
You're all set!
You've completed the supplier onboarding workflow. Your Compliance Cover account is now ready to help you stay compliant.
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