This guide provides step-by-step instructions on how to view, upload, and approve vendor compliance documents in the newer version.
1. Click "Network" and select "Vendors" from the sub-menu. If you see the old version make sure to click on the text on the top left corner to switch to the newer version.
2. Click "View Compliance"
3. Click on the document icon
4. You should see a pop-up. Click "ADD"
5. Click "Upload Document"
6. Click the "Begin Date" field.
7. Select a date/day
8. Select an hour
9. Click the "Minute" field to enter a minute
10. Click the "Period" field to select AM or PM
11. Click the "Expiration Date" field.
12. Select a month and a year
13. Select a year
14. Click "2025"
15. Select a month
16. Select a date "28"
17. Click the "Hour" field and select an hour
18. Click the "Minute" field and select a minute from the dropdown list
19. Click the "Period" field and select AM or PM
20. Click "Save"
21. You should see a success modal pop-up confirming upload. You can click on the cross icon to remove the modal pop-up.
22. Click "ACCEPT" to accept the document. If you leave this as is, it'll show the document status as Pending Approval
23. You should see a success modal pop-up showing the changes were saved successfully.
24. It should show as Approved
25. To upload the W9 click on the document icon under the W9 column
26. Click "Upload Document"
27. Click the "Legal Company Name (as show on income tax return)*" field and enter a legal name. This is a mandatory field
28. Click the "Auto approve document" field to automatically approve this document.
29. Click "Save"
30. W9 will be automatically approved and you should see a success modal pop-up. Click on the cross icon to remove it.
31.
