Add Requested Documents for the Vendor Portal

Corpay Complete facilitates the collection of important documents from vendors using the Vendor Portal. This article details the process for specifying which documents are required from vendors when completing their Vendor Portal profile.

1. Log in to Corpay Complete.
2. Click the Administration module from the left-side navigation pane.

3. In the Administration module, click the Settings tab.

4. Click the Company Default tile.

5. Click the Vendor tab.

6. In the Vendor Documents Requested section, click the + Add Requirement button.

7. In the Vendor Documents Requested table, complete the following steps:
   1. Check the Require checkbox if the document will be required in the Vendor Portal. Leave the Require checkbox unchecked if the document will be optional.
   2. Enter the document name in the Name field.
   3. Click the Upload button to upload an optional document template.

   

8. Click + Add Requirement and repeat step 7 for each document in the Vendor Portal.
9. Click the Submit button in the lower right corner of the Vendors tab.

10. The document(s) will display for your vendors in the Vendor Portal.