CSV · NO SIGNUP

Supplier Onboarding Checklist

Collect proportionate supplier identity and commercial evidence.

On iPhone or iPad, choose Download in Safari's prompt to save the CSV in Files. Choose View only when you want to preview it.

WORKED EXAMPLE · SYNTHETIC DATA

See the fields before downloading

CheckRequiredReceivedReviewed byReview dateExpiry dateExceptionEvidence location
Legal name and registered addressYesNo—————

HOW TO USE IT WELL

  1. 1Ask only for information relevant to a legitimate buyer relationship.
  2. 2Use risk and category to decide additional checks.
  3. 3Track expiry only where a document actually expires.

RELATED FREE TOOL

Supplier Onboarding Checklist Builder

Create a proportionate onboarding checklist for identity, commercial, tax and category evidence.

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