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Public Onboarding Link

Share one onboarding link anywhere; each submission creates a new vendor record that is held for your approval.

Module: Onboarding.

Overview

A public link lets new vendors onboard themselves. 🌐 Put it on your website, in a bid package or in an email. Each submission creates a new vendor record, held for your approval before anything is applied.

Get the link 🔗

  1. Go to Onboarding and click Send Form.
  2. Choose Public Link and pick the Form Template.
  3. Click Copy and share the link.

You can also click Copy public link at the top of the form builder. The form's Settings → Delivery must have Public Link turned on.

What vendors see 👀

Vendors open the link and see your branded form. No BCS login is needed. They complete the fields, upload the requested documents, sign if the form asks, and submit. They then see your thank-you screen.

Approve new vendors ✅

Submissions appear on the Onboarding page as New — via public link. Open one, review it, and click Approve & Apply to Record to create the vendor with the submitted details. See Review and Approve Onboarding Submissions.

Need help? 🙋

Questions? Email customersupport@getbcs.com.