Vendor & Contract Management

FAQ

• How do i log in as a first time user?
• How do I archive/delete a vendor?
• What are Vendor Administrators?
• I get the message 'Update failed' when trying to add or edit data
• How can I change a displayname?
• I'm not receiving VendorLink e-mails, what do I do?

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Configuration & Setup

• SurePay integration - Verification of name and account numbers
• Configuration: Custom e-mail with Microsoft 365
• How do I assign roles to a user?
• Admin > Contracts settings > Contract notifications
• Contract custom fields
• Contracts Settings > Settings

Vendor Details

• Vendors
• Vendors > Vendors > Details > Info
• Vendors > Vendor agreements

Contract Details

• Contracts overview
• Contracts > Details
• Contracts > Contracts > Details > Authorization

Vendor Ratings

• Over Vendor Rating
• Step 1: Navigation and content
• Step 2: Creating a survey template
• Step 3: Setting up a survey template
• Step 4: Survey template questions
• Step 5: Survey template answers

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E-Signing

• Contracts > E-Signing
• Important eIDAS information regarding VendorLink E-Signing

Information requests

• What do the status icons in ISPnext mean?
• Admin > Vendor Settings > Tables > Checklist Items

Import Processes

• Data Import > Contracts - Import Contract Financial Data
• Data Import > Contracts - Import Contract Categories
• Import Data - Contracts - Import Contract Custom Field Values
• Import Data - Vendors - Import Vendor Category Connections

Notifications

• Information Request Notifications / Vendor Rating Notifications

Dashboards

• How do I share my dashboard report with other users?
• Dashboard > Graphs