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Contents
Vendor Workspace
Vendor Workspace
Review uploaded documents, request rework if needed, and route vendors for final approval.
Steps to follow
Review each uploaded vendor document from Due Diligence.
Approve, reject, or request rework with a clear reason.
Submit the vendor for final approval once required documents are approved.
The assigned approver makes the final decision.
Approved vendors can move into contract setup and active relationship tracking.
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.
