1. Click "Network"
2. Click "Vendors"
3. Click "Switch between Old and New version"
4. Click "View Compliance"
5. Click on the document icon
6. You should see a pop-up. Click "ADD"
7. Click "Upload Document"
8. Click the "Begin Date" field.
9. Select a date/day
10. Select an hour
11. Click the "Minute" field to enter a minute
12. Click the "Period" field to select AM or PM
13. Click the "Expiration Date" field.
14. Select a month and a year
15. Select a year
16. Click "2025"
17. Select a month
18. Select a date "28"
19. Click the "Hour" field and select an hour
20. Click the "Minute" field and select a minute from the dropdown list
21. Click the "Period" field and select AM or PM
22. Click "Save"
23. You should see a success modal pop-up confirming upload. You can click on the cross icon to remove the modal pop-up.
24. Click "ACCEPT" to accept the document. If you leave this as is, it'll show the document status as Pending Approval
25. You should see a success modal pop-up showing the changes were saved successfully.
26. It should show as Approved
27. To upload the W9 click on the document icon under the W9 column
28. Click "Upload Document"
29. Click the "Legal Company Name (as show on income tax return)*" field and enter a legal name. This is a mandatory field
30. Click the "Auto approve document" field to automatically approve this document.
31. Click "Save"
32. W9 will be automatically approved and you should see a success modal pop-up. Click on the cross icon to remove it.
33.
