Where do I access the document my customer is asking for?

Jenni

Last Update há um mês

This article will cover:

  • Custom content documents
  • Where to locate documents
  • How to download documents
  • How to digitally sign and upload documents that have this option

I received an email referring to a "custom content" document from my customer. What are these?

Each company is going to have slightly different compliance requirements. Some might be company-specific tasks. These could be anything, but common tasks include the following:

  • Vendor service agreements
  • Training documentation
  • ACH authorization forms*
  • E-signatures and acknowledgements

Please log in to see the specific document that is being asked for.

*Though some companies require you to upload your ACH/payment information for payment purposes, Wreno handles no work orders or invoicing for property managers or vendors.

If a company requires a custom document, you will be able to download a blank copy directly from VendorEase. You can find the document by clicking the Review button:

That will take you to the upload page and you can see reference files for download:

You can choose to download the document and fill it out electronically. Alternatively, you may print it and fill it out by hand to be uploaded.

You may also see the option to fill out the document online:

Digitally completed documents may still require a signature - please double-check the instructions to be sure.


You can upload the completed document by pressing the "Review" button again:

NOTE: HelloSign does not upload the document for you. You must download the completed document and submit it through our portal.

For help on how to submit/resubmit a document, check out this article

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