You can request documents from vendors using RFX. The request will be emailed to the vendor attached to the contract. The vendor can then login using the link provided in the email.
Vendors will need to create their own account inside RFX in order to upload the requested document.
Things to Know: Make sure vendors are using the same email that you used when they create their accounts. If they use a different email address, they will not see your request.
File Attachment
When you request a document, you can optionally attach a document to the request. The vendor will receive the document as an attachment in their email. They can also download the attachment in the mobile application or in the RFX web application.
Example: You may want to attach your BAA for them to sign and send back to you. They can download and print the attachment, sign it, then use the mobile application to scan the document back into RFX.
Document Approval
When a vendor uploads their document, you will be notified via email. Their uploaded document will be attached to the email for reference.
Inside of RFX, you can approve or reject this document. Pending approvals will show up in one of 2 places:
The notification bell at the top of the application
The Pending card in the contracts area or in contract details
If you choose to reject the document, you will need to add comments back to the vendor. Optionally you can attach another document to be sent back to them.
Example: You sent a document request to the vendor, but the document they sent back is missing the signature page. You can reject this document and let them know they are missing the last page.
If you reject a document, the process starts over and functions like it did when you originally sent the document.
If you approve the document, then it will automatically be attached to the contract and can be viewed under the Documents tab in the contract details screen.