You can view and validate the compliance documents uploaded by vendors as part of their onboarding application. Documents are pending until actioned by a member of your organisation.
Tip: You can learn more about compliance document statuses by reading our guide; Understanding compliance documents.
To view compliance documents:
Warning: Once an outcome has been selected, it cannot be changed. Ensure you review all details before approving or declining a document.
To approve or decline a compliance document:
Note: Vendors do not see the validation outcome or comments associated with their compliance documents. These are intended for your organisation's reference only.
Vendors can update their compliance documents at any time on Felix. When they do so, the existing document and information associated with it are stored in an archive.
To view the historical version of a compliance document:
Tip: Historical versions of a compliance document will show a document status of Replaced.