The General supplier onboarding template helps you collect documents and information in a structured, secure workflow. General workflow to onboard any kind of supplier. Use it as a boilerplate and customize it to your needs!
Who is this template for?
This template is designed for professionals in Construction, HR, Suppliers, KYC. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 5 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Basic information (Form) – Fields: First name, Middle name, Last Name, Mobile number, I accept to have my data processed by Superdocu on behalf of %{company}
- Company information (Form) – Fields: Company name, Company website, Company description, Company address, State/Province and more
- Legal documents (Document upload) – Fields: ID Card of the registrant, Company registration certificate, IBAN Document, Corporate responsibility insurance
- End (Information screen)
Documents collected
| Document | Description |
|---|---|
| ID Card of the registrant | National ID card or Passport with picture |
| Company registration certificate | Any official registration |
| IBAN Document | Must be the same as the IBAN number provided in the previous step. |
| Corporate responsibility insurance | A document that shows your company is covered for usual corporate responsibility risks. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the General supplier onboarding template?
It is a ready-to-use document collection template with 5 steps. It lets you collect documents and information from your clients through a secure portal.
Is the General supplier onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “General supplier onboarding” template, and start collecting documents today. Check our pricing for details.