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Administrator Guide
Last Updated: 2023-06-23
Set Up Supplier Review Forms

Set Up Supplier Review Forms

The company admin creates a supplier review form template.
You can set up supplier review forms on any project or contract type to collect pertinent information about your suppliers in a convenient and streamlined way. You can use the
Supplier Onboarding
project type to manage supplier reviews and onboarding.
  1. Access
    Customize Layout
    in your project or contract type from
    Settings
    .
  2. Enable
    Forms
    .
You can select forms for designated project and contract types.