Vendor Onboarding Portal
Multi-step supplier onboarding with document upload and compliance tracking. Owner-scope permissions lock each vendor to their own records.
Overview
A supplier onboarding portal for procurement teams. New vendors register, fill out a compliance questionnaire, upload required documents (W-9, insurance certificates, banking details), and track their approval status through a documented checklist.
Scope-aware permissions lock each vendor's records to their own account — even employees at the same vendor can only see records they own (contact-scoped) unless elevated to account admin (parent-scoped).
What's in this template
Multi-step onboarding wizard
Company info → contacts → banking → compliance certifications → documents. Saves progress at each step so vendors can return later.
Document request list
Dynamic checklist from `cr_documentrequest` — procurement team configures required documents; portal shows status (Pending, Received, Approved, Rejected) per item.
Compliance questionnaire
Conditional form with branching logic (e.g. "Do you handle PHI?" reveals HIPAA-specific questions). Powered by PortalForge's action engine — zero custom script.
Onboarding progress tracker
Hero KPI card shows onboarding completion percentage and days-to-approval. Updates in real time as the procurement team reviews.
Document upload with versioning
Each document request accepts file uploads stored as annotations. Resubmissions replace the prior version while preserving audit history.
Dataverse tables
This template binds to the following Dataverse tables. All are standard or from the Microsoft Nonprofit Accelerator — no custom schema required unless noted.
accountcontactcr_documentrequestcr_compliancecheckWho this template is for
Procurement teams at midsize + enterprise companies
Replace manual Excel-and-email onboarding with a self-service portal. Every vendor follows the same process; procurement spends zero time chasing paperwork.
Regulated industries (healthcare, finance, government)
Compliance certifications get captured up front instead of during the first audit. Rejection reasons surface inline.
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