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Onboarding Overview

Collect vendor information, documents and signatures with branded onboarding forms that map straight to the vendor record once approved.

Module: Onboarding.

Overview 🚀

Onboarding replaces intake spreadsheets and back-and-forth emails. Design a form once (company details, tax ID, address, W-9, certificate of insurance, EMR and OSHA records, a signature), send it to vendors, and review what comes back. Every field maps to the vendor record, and approved submissions are applied to it automatically.

How it works 🔄

  1. Build a form: see Build an Onboarding Form.
  2. Send it to an existing vendor, or share a public link that creates new vendor records: see Send an Onboarding Form and Public Onboarding Link.
  3. Review and approve submissions; approving applies the responses to the vendor record. See Review and Approve Onboarding Submissions.

Where to find it 🧭

  • Onboarding → Onboarding Forms: every form sent, with counts for Forms Sent, In Progress, Pending Review and Approved.
  • Onboarding → Form Templates (also Settings → Onboarding → Onboarding Forms): your form templates.

Need help? 🙋

Questions? Email customersupport@getbcs.com.