How do I add a Vendor to a form?

You must have the Organization Inviter or Request Administrator permission to add a Vendor.

1. From the Prequalification menu of the Navigation Bar, select Form Administration.
   The Form Administration page displays.
2. Select the + Add Vendor drop-down.
   A list of available forms displays.
3. From the drop-down list, select a form.
   An Add Company to [Request Name] dialog box opens.

Existing Vendor

1. From the dialog box, select the Existing Vendor tab.

   Note: The Existing Vendor tab opens by default.

2. In the row for the Vendor to be included in the form, either:
   • Select the + Add Company button to add the Vendor to the form request
     The button disappears, replaced by a Pending Submission status.
   • Select the Invite Company button to invite the Vendor to prequalify.
     The button disappears, replaced by a Pending Registration status.
3. From the upper right-hand corner of the dialog box, select the X.
   The dialog box closes.

New Vendor

1. From the dialog box, select the New Vendor tab.
2. Complete all required fields:
   • Company Name
   • First Name
   • Last Name
   • Phone, Phone Type
   • Email
   • Address
   • City
   • State/Province
   • Postal Code
3. Select the Invite button.

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Last Published Monday, October 24, 2022