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Question

Examples of Vendor Management Templates

Laserfiche Administration Search and Retrieval How To

Updated August 23, 2019

asked on August 22, 2019

I'm looking to setup a vendor management template or series of templates in Laserfiche. Would anyone be willing to share a screenshot and/or explanation for how you manage vendor docs in Laserfiche?

I have one template for contracts already.

I'm looking for a place for everything else: W-9, annual due diligence (SOC, SSAE18 PCI, Certificate of Insurance), maybe quotes, etc.

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replied on August 23, 2019

Have you taken a look at the Business Process Library in forms, they have a Vendor Management process in Forms as it may be easier to on board Vendors with a nice UI.

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Asked August 22, 2019
Updated August 23, 2019
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