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Open the link in the invitation email, create your account, set up your company profile, and choose what to share with the buyer. Then work through the sections. Your answers save automatically, so you can stop and come back.

Your company details, owners, licences, bank details and documents can be reused with other buyers. Nothing is shared unless you choose it, area by area, and you can stop sharing at any time under “Who can see my profile”. If you change shared details, buyers who can see them are told which area changed.

To keep uploads fast on mobile data. Photos are resized for you on your phone. Use PDF, JPEG or PNG. If a scan is too large, scan at a lower quality or split it into two files.

You can keep typing in a section while offline; it is kept on your device and sent when you are back online. Files you choose offline upload automatically later. Submitting and signing need a connection. Bank account and ID numbers are never stored on your device.

At the end you read the declarations and sign by drawing or typing your name. If a prepayment is requested, your finance manager and a contact person each receive a link and a one-time code by email to sign for themselves.

Open the application. A banner lists what to change. Update those parts, sign the declarations again, and submit. You do not start over.

You get reminders 60, 30, 14 and 7 days before. Your renewal opens pre-filled with your last answers: check each section, update what changed, upload any expired document, sign again and submit.

Use “Declare a change” on your buyer's card. Tell them what changed; your application reopens so you can update it. A bank change is always checked again by the buyer.

Only the buyers you share with, and only the staff roles they allow. Each buyer applies its own privacy policy, which you see when you give consent and when you sign.

Organisation Admin: branding, team, settings, billing, audit log and your data controls, and can view every supplier record without changing it. Procurement Officer: invites suppliers, checks documents and bank details, signs off verification. Approver: reviews risk and decides. Nobody approves a supplier they invited or verified.

A Procurement Officer opens Suppliers, enters the supplier's name and contact email, and sends the invitation. The link works once and expires.

A Procurement Officer starts the review, checks each document, verifies the bank account independently and records the result. Then an Approver sees the risk flags and decides: approve, approve with exceptions, or reject. You can ask the supplier for more information at any point.

Organisation Admins and Approvers must use an authenticator app. You set it up once at first sign-in and keep your backup codes safe.

Approval lasts the period you set in Settings (default 12 months). Reminders go out at the days you choose, and the renewal opens pre-filled for the supplier. A declared change or a changed shared profile is flagged on the supplier's page; bank changes must be verified before you pay to the new account.

Your organisation has a 14-day free trial, then one plan with everything included. The Organisation Admin subscribes under Billing. If payment lapses, your portal becomes read-only after a grace period: you can still view and export, and your suppliers are never locked out.

Under “Your data” the Organisation Admin can export everything, find a person across your records, erase a supplier's or a person's personal data, and place a legal hold. Rejected suppliers and unfinished invitations are erased automatically after your retention period.

The dashboard shows status counts, waiting reviews, average time to decide, renewals, expiring documents and risk flags. The supplier list exports to CSV, and each supplier has a due diligence pack PDF.