How to validate compliance documents

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.

How to view compliance documents

To view compliance documents:

1. Navigate to the relevant vendor profile
2. Click on the Compliance Documents tab
3. Click on an individual document to view further information

How to validate 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:

1. Navigate to the relevant vendor profile
2. Click on the Compliance Documents tab
3. Click on the individual document that you would like to validate
4. Click on the appropriate button to Validate or Decline the document
5. (Optional) Enter a comment or reason for the outcome in the Comments section

Note:  Vendors do not see the validation outcome or comments associated with their compliance documents. These are intended for your organisation's reference only.

How to view historical compliance documents

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:

1. Navigate to the relevant vendor profile
2. Click on the Compliance Documents tab
3. Locate the relevant compliance document
4. Hover over the ‌ more icon to the right of the relevant document
5. Click on Show History from the drop-down menu
6. Click on the document version you wish to view

Tip:  Historical versions of a compliance document will show a document status of Replaced.