Can vendors attach files when answering the Vendor Onboarding wizard questionnaire?

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Posted on by EV-20041105-0

My company wants to make use of the vendor onboarding wizard, which requires prospective vendors fill in their company details and answer a questionnaire for approval. A key requirement is that the vendor needs to be able to upload documents/files (preferably as a PDF) for one of our questions. For example the question would be: "Please provide us with you Health and Safety certificate", the vendor will then need to upload their certificate onto the questionnaire.

I have tried enabling the attachment button by viewing the Questionnaire page's form info and enabling it under "Organization Administration>Active document tables" but I can't seem to find it.

Has anyone dealt with this before?

Any suggestions would be much appreciated.

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Dynamics 365 Finance

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Paolo Cecchelli 638 on at

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Hi,

no unfortunately as far as I know as per standard is a known gap.

You can consider doing one of the following:

1) Request the files after the onboarding;

2) Customize the wizard.

Best regards

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