How to apply a sign-off template to a vendor

Sign-off templates allow your organisation to automatically designate individual sections of the questionnaire to a staff user to provide their sign off. Sign off templates can be assigned to vendors during the invite process, when unlocking a vendor and/or when updating a vendor's panel memberships.

Tip:  To learn more about applying a sign-off template to a vendor during the invite or unlock process you can read our guides; How to invite a vendor and How to unlock a vendor.

Applying a sign-off template to a vendor

To apply a sign-off template to a vendor:

1. Click on Vendors in your navigation bar to access the vendor listing
2. Locate the vendor you wish to apply a sign-off template to
3. Hover over the ‌ more icon beside the relevant vendor
4. Select View Profile from the drop-down menu
5. Click the Details tab and select Panels from the drop-down menu
6. Select the appropriate sign-off template for the relevant panel/s from the Sign-off template drop-down menu
7. Click the Update button
8. Select Update Panels from the drop-down menu
9. Click Yes in the prompt to confirm your changes

Note:  If a vendor is yet to submit their application, sign-off assignments will be created based on the applied template at the time of submission. If the vendor has already submitted their application any missing sign-offs for new sections (e.g. A new panel) will be assigned automatically overnight based on the new template selected.