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Review and Approve Onboarding Submissions

Review a vendor's onboarding submission, check documents and signature, and approve it to apply the responses to the vendor record.

Module: Onboarding.

Overview

Submissions are held for review before anything changes on the vendor record. ✅ You approve, and BCS applies the responses for you.

Review a submission 🔍

  1. Go to Onboarding and filter or look for status Pending Review.
  2. Click the row to open the submission.
  3. Check the Activity (Sent, Opened, Completed, Approved).
  4. Review the Responses: each one shows the vendor-record field it maps to (e.g. Vendor · Tax ID).
  5. Check the signature details (signed time, IP address, device) and the Submitted Documents.

Decide ⚖️

  • Approve & Apply to Record: applies the responses to the vendor's record and attaches the submitted documents. No certificate is created or changed.
  • Reject: nothing is applied.
  • Download PDF: a copy of the submission for your files.

Click View Vendor Record in the Apply to Record panel to compare against what's on file before you decide.

💡 If the form routes approvals to specific approvers (form Settings), only those approvers can approve its submissions.

Need help? 🙋

Questions? Email customersupport@getbcs.com.