{"id":5831,"date":"2026-03-26T10:37:46","date_gmt":"2026-03-26T09:37:46","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/general-supplier-onboarding\/"},"modified":"2026-03-26T12:41:23","modified_gmt":"2026-03-26T11:41:23","slug":"general-supplier-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/general-supplier-onboarding\/","title":{"rendered":"General supplier onboarding"},"content":{"rendered":"<div class=\"sd-tpl-content\">\n<p>The <strong>General supplier onboarding<\/strong> 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!<\/p>\n<h2>Who is this template for?<\/h2>\n<p>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.<\/p>\n<h2>How it works<\/h2>\n<p>This template includes 5 steps that your clients complete through a secure portal:<\/p>\n<ol>\n<li><strong>Welcome<\/strong> (Information screen)<\/li>\n<li><strong>Basic information<\/strong> (Form) &#8211; Fields: First name, Middle name, Last Name, Mobile number, I accept to have my data processed by Superdocu on behalf of %{company}<\/li>\n<li><strong>Company information<\/strong> (Form) &#8211; Fields: Company name, Company website, Company description, Company address, State\/Province and more<\/li>\n<li><strong>Legal documents<\/strong> (Document upload) &#8211; Fields: ID Card of the registrant, Company registration certificate, IBAN Document, Corporate responsibility insurance<\/li>\n<li><strong>End<\/strong> (Information screen)<\/li>\n<\/ol>\n<h2>Documents collected<\/h2>\n<table>\n<thead>\n<tr>\n<th>Document<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>ID Card of the registrant<\/strong><\/td>\n<td>National ID card or Passport with picture<\/td>\n<\/tr>\n<tr>\n<td><strong>Company registration certificate<\/strong><\/td>\n<td>Any official registration<\/td>\n<\/tr>\n<tr>\n<td><strong>IBAN Document<\/strong><\/td>\n<td>Must be the same as the IBAN number provided in the previous step.<\/td>\n<\/tr>\n<tr>\n<td><strong>Corporate responsibility insurance<\/strong><\/td>\n<td>A document that shows your company is covered for usual corporate responsibility risks.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Features included<\/h2>\n<ul>\n<li><a href=\"\/en\/features\/automated-reminders\/\">Automated reminders<\/a> so your clients never forget a document<\/li>\n<li><a href=\"\/en\/features\/branded-portal\/\">Branded client portal<\/a> with your logo and colors<\/li>\n<li><a href=\"\/en\/features\/docusign-integration\/\">DocuSign integration<\/a> for collecting signatures alongside documents<\/li>\n<li><a href=\"\/en\/features\/validation-dashboard\/\">Validation dashboard<\/a> to approve or reject submitted documents<\/li>\n<\/ul>\n<h2>Frequently asked questions<\/h2>\n<h3>What is the General supplier onboarding template?<\/h3>\n<p>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.<\/p>\n<h3>Is the General supplier onboarding template free?<\/h3>\n<p>You can try this template free for 7 days with Superdocu. No credit card required.<\/p>\n<h3>Can I customize this template?<\/h3>\n<p>Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.<\/p>\n<h2>Try this template for free<\/h2>\n<p>Sign up, select the &#8220;General supplier onboarding&#8221; template, and start collecting documents today. Check our <a href=\"\/en\/pricing\/\">pricing<\/a> for details.<\/p>\n<p><strong><a href=\"https:\/\/www.superdocu.com\/c\/sign_up?template=general-supplier-onboarding\">Start your free trial<\/a><\/strong><\/p>\n<p><a href=\"\/en\/templates\/\">Browse all templates<\/a><\/p>\n<\/div>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"HowTo\",\"name\":\"General supplier onboarding Template\",\"description\":\"General workflow to onboard any kind of supplier. Use it as a boilerplate and customize it to your needs!\",\"step\":[{\"@type\":\"HowToStep\",\"name\":\"Welcome\",\"text\":\"Welcome to your secure portal!To kickstart our collaboration, we require some legal information from you.Just click \u201cnext\u201d to get started!\"},{\"@type\":\"HowToStep\",\"name\":\"Basic information\",\"text\":\"Please fill-in your personal information below\"},{\"@type\":\"HowToStep\",\"name\":\"Company information\",\"text\":\"Please fill your company information below\"},{\"@type\":\"HowToStep\",\"name\":\"Legal documents\",\"text\":\"Legal documents\"},{\"@type\":\"HowToStep\",\"name\":\"End\",\"text\":\"Thank you for sending your information. We will get back to you shortly.\"}]}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the General supplier onboarding template?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"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.\"}},{\"@type\":\"Question\",\"name\":\"Is the General supplier onboarding template free?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"You can try this template free for 7 days with Superdocu. No credit card required.\"}},{\"@type\":\"Question\",\"name\":\"Can I customize this template?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.\"}}]}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>General workflow to onboard any kind of supplier. Use it as a boilerplate and customize it to your needs!<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false},"sd_template_category":[234,226,225,232],"class_list":["post-5831","sd_template","type-sd_template","status-publish","hentry","sd_template_category-construction","sd_template_category-hr","sd_template_category-kyc","sd_template_category-suppliers"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template\/5831","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template"}],"about":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/types\/sd_template"}],"wp:attachment":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/media?parent=5831"}],"wp:term":[{"taxonomy":"sd_template_category","embeddable":true,"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template_category?post=5831"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}