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Vendor Workspace
Vendor Workspace
Business users create one workspace per vendor relationship.
Steps to follow
Open Vendor Workspace.
Choose whether you are adding a new vendor or importing existing vendors.
Enter the vendor name, category, primary email, and basic contact details.
The first vendor contact receives an invitation and becomes the vendor admin after accepting.
Featured guides
Learn the basic steps to upload a PDF, add recipients, place signature fields, and send a document for electronic signing.
Understand how document audit trails help track uploads, views, sends, signatures, completions, voids, and change requests.
Compare electronic signatures and handwritten signatures, including speed, convenience, audit evidence, and recordkeeping.
Learn why change requests matter before signing and how a workflow can keep the sender and recipient aligned.
A practical checklist for small businesses collecting vendor details, required documents, contract dates, and approval decisions.
Learn how businesses can collect vendor documents with clearer access, review status, and approval records.
