Onboarding attachments
This article explains how to customize your onboarding forms to request digital attachments from your vendors during registration.
To achieve this result, we'll use custom onboarding questions in Eftsure portal and rely on Eftsure inside D365 out of the box to perform the rest.
The key user can configure how Document management is used for storing attachments.
Key users can configure attachments to be deleted from Eftsure servers after downloading, for enhanced security.
Onboarding form
Go to Eftsure portal > Supplier onboarding > Onboarding forms and select the appropriate form to customize.
- Create a new section
- Create one or multiple new File Uploads
- Use the button to change the new question settings, such as mandatory, expiry date required, etc.
Onboarding batch
Our standard onboarding batch will download all attachments.
Onboarding review
During onboarding review, the attachments are displayed alongside the onboarding information, attached to the onboarding record.
Vendor creation
When vendor is created from onboarding, all attachments are copied from the onboarding to the supplier. Users can review vendor attachments using the documents button:
Expiry date
When navigating to the vendor attachments, the matching expiry date will appear (if specified).
