Step 1: In home page , you can click on any of the plus symbol to add or upload vendors, as shown:
Note: You always have the option to move vendors to a different assessment through an individual vendor’s profile or through a bulk change on the “View All Vendors” screen.
Step 2: Click “Upload Vendors” and download the template spreadsheet.
Step 3: Input each vendor’s information. The required fields are vendor name, primary contact name, and primary contact email.
Step 4: Save the document and then click “Upload the completed spreadsheet.”
Note: If there is an error in the spreadsheet, select “Click here” to download and view the specific issues. Resolve the noted errors in the annotated spreadsheet and then reupload it.
