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Understanding compliance sign-offs
Throughout the onboarding process, vendors may be required to respond to a variety of questions relating to compliance, as well as general information about...
Introducing sign-off templates
Sign-off templates allow your organisation to automatically designate individual sections of the questionnaire to a staff user to provide their sign-off. Mu...
How to configure sign-off templates
Sign-off templates allow your organisation to configure an approval process in which specific staff users are required to sign off on individual sections of...
How to deactivate a sign-off template
If you wish to make a sign-off template temporarily unavailable to be assigned you can choose to deactivate the template. Deactivate a sign-off template T...
How to remove a sign-off template
When you no longer require a sign-off template you can choose to archive it. Archiving a template gives you the ability to view and/or restore your old temp...
How to apply a sign-off template to a vendor
Sign-off templates allow your organisation to automatically designate individual sections of the questionnaire to a staff user to provide their sign off. Si...
How to complete a compliance sign-off
If your organisation has configured the Compliance Sign-off feature, you may be required to provide your approval to one or more of the questionnaire sectio...
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