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Export Vendor Onboarding Requests

Overview 

You can export submitted onboarding requests as PDFs or Excel documents. Both formats include a list of all the request’s questions and the submitters answers are included where available. PDF exports include additional details like the name of the vendor the request pertains to, when the request was sent, what percentage was filled out and more. 

Export vendor onboarding requests 

You can export any vendor onboarding request that has been submitted. Requests that have been sent, but not yet submitted, cannot be exported. 

  1. Click the Vendor Risk icon from UpGuard’s left-hand navigation. 
  2. Click Onboarding Requests. 
  3. Click the request you want to export. 
  4. Click the three vertical dots in the request’s upper-right corner. 
  5. Click Export to PDF or Export to Excel. 

The request will automatically begin downloading.