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Vendor onboarding: outbound requests

Overview

When you don’t find out about vendor onboarding requests proactively, you’ll send an outbound request via email. Outbound requests are requests you send to internal team members who are able to answer questions related to a vendor.  

Outbound request workflow: 

  • Accept the default onboarding request questionnaire (or customize it!). 
  • Send an outbound request whenever you hear about a new or existing vendor that needs to be evaluated. 
  • Review and action requests in UpGuard. You can monitor and assess vendors as part of this process, but it’s not required. 
  • Submitters will automatically receive notifications regarding their request’s status. 

Send an outbound request 

You’ll see the option to send an onboarding request anytime you manually monitor a new vendor. But, you can also send an outbound onboarding request for any existing monitored vendors: 

  1. Click the Vendor Risk icon from UpGuard’s left-hand navigation.
  2. Select a vendor. 
  3. Scroll to the Company Profile section. 
  4. Click Onboarding Request. 
  5. Select a recipient: this is who you want to send the onboarding request to. It should be someone who can answer questions about the vendor and how your organization will engage with them. You can: 
    1. Click Select a contact to choose a contact already in the system.  
    2. Click + New Recipient to send the request to someone new. 
  6. Optional: modify the email message the recipient will receive. 
  7. Click Send Request. 

Your onboarding request is sent! 

✨Visit UpGuard settings > Templates > Onboarding requests to modify the default message sent to onboarding requestees instead of making one-off changes. 

Send onboarding requests via API

You can initiate an onboarding request to a nominated email address via an API call, allowing non-users such as business owners to trigger onboarding requests from outside of the platform, streamlining procurement and vendor assessment processes.

To send an onboarding request via the API, you first need to ensure that the onboarding questionnaire is already set up and enabled in UpGuard. Then, to send an onboarding request the vendor needs to be already monitored in UpGuard or monitored by a separate API call ,Start monitoring a vendor request.

To learn how refer to our API documentation.

What’s next?

Next, find and action responses.