Skip to content
English
Customer portal
Go to www.getBCS.com
  • There are no suggestions because the search field is empty.

Send an Onboarding Form

Send an onboarding form to an existing vendor by email or unique link, and track it until it is submitted.

Module: Onboarding.

Overview

Send a published onboarding form to a vendor already in BCS. Their answers attach to that vendor's record. 📨

Send to an existing vendor ✉️

  1. Go to Onboarding and click Send Form (or click Send Form next to a template in Settings).
  2. Choose Send to Existing Vendor: a unique link tied to the vendor's record.
  3. Pick the Form Template and the Vendor.
  4. Choose Delivery: Send via Email (the recipient is prefilled from the vendor contact when available) or Copy Unique Link to share it yourself.
  5. Click Send Form.

Track it 📊

The Onboarding page lists every form sent, with its delivery method, sent date, last activity and status: Sent, In Progress, Pending Review or Approved. The cards at the top count each status.

💡 Recruiting brand-new vendors instead? Use the Public Onboarding Link.

Need help? 🙋

Questions? Email customersupport@getbcs.com.