Retraced

Supplier VC Journey

Vendor Compliance & Questionnaires

Request new product, material, document, audit, cert, facility process types

Request Forms

Use this checklist after your Vendor Compliance onboarding to make sure you’ve completed all the key steps.

Vendor Compliance Checklist

Learn how to filter, sort and customize the tables on the Questionnaires, Documents, Audits and Certifications pages.

Filter and customize tables

VC Step-by-Step guides

Learn which certificate types exist on Retraced and which one applies to your certificate.

Certificate types

Has your certificate claim been rejected? Find out why and how to fix it.

Responding to rejected certificate claims

Learn how to edit, renew, archive or delete your certificates.

Manage certificates

Upload your certificates manually or let the AI fill in the details for you.

Upload certifications

Have a question about a particular standard? Browse our directory of all certificates and memberships, grouped by type.

Certificate directory

Step-by-step guides for managing certificates

Certificates

Learn how to open, update, share, reschedule, archive and unarchive your audits, and find previous versions.

Manage audits

Upload your audit reports manually or let the AI extract the details and findings for you.

Upload audits

Browse all audit types you can select when uploading an audit.

Audit directory

Audits

Learn how to rename, download, archive and unarchive documents you’ve uploaded.

Manage documents

Learn how to view documents uploaded by your suppliers and other companies in your network.

Access documents of companies in your network

Understand who can see your documents and how to share them with companies in your network.

Privacy and sharing of documents

Upload documents such as codes of conduct, policies and licenses, and choose who can see them.

Upload documents

Browse through our directory of document types to get an overview of everything we cover.

Document types directory

Step-by-step guides for managing documents

Documents

Learn what questionnaires are and how to answer one from your customer.

Responding to a questionnaire

Link an existing file or upload a new document, certificate or audit when a questionnaire asks for one.

Uploading documents, certificates and audits in a questionnaire

Step-by-step guides for completing a client questionnaire

Questionnaires

Create a custom design with text, images, and links

Website

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LinkedIn

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Volume, creators and topics for your company.

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Top creators

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Vendor Compliance & Questionnaires

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