Onboarding Templates

The Onboarding template are organised based on the nature of supply, services trade, country set, country and state or province. The customer defines the mandatory, optional and not required fields for each section. A version is associated with the template and the customer can create multiple versions for the same template in order to modify the settings.. The template can be used only if it is approved.

The customer can define the Onboarding Template based on which the fields are prioritized in the Onboarding Portal. The supplier must provide the required data in the Portal before the submission date.