How To: Make a Revision Request on New Vendor Onboarding (NVO)

Summary: After a vendor completes VendorProof enrollment, you can review the information they submitted. If anything needs to be corrected, you can request a revision so the vendor can update their entry before approval.

1. In the Review & Approve Vendor stage, click the  Complete button.

2.  Revisions can be requested in any section that has a Request Revision button. In this example, to request a revision to the Legal Business Name, click Request Revision to the right of that field.

3. In the Revision Needed pop-up window, enter the update you want the vendor to make. 

4. Once the Revision has been completed click the Save button.

5. Scroll to the bottom of the page. Your request will appear under Requested Revisions. Note: Revisions are not sent to the vendor until you click Send Revision. If needed, you can add multiple revision requests before sending.

6. Repeat steps 3-4 for any other revision that need to be made. 

7. When you’re ready to send all requested revisions to the vendor, click the Send Revision. button. 

8. A confirmation pop-up will appear. Click OK to send the revision request.

9. The vendor will receive an email notifying them that revisions are required. In the NVO workflow, a new stage will appear: Signup Revision Requested. The vendor will remain in this stage until they complete the requested revisions.