Onboard a vendor
One packet, one signature session, and the compliance file builds itself.
Who are we onboarding?
Which documents does the packet ask for?
Form W-9 — required for TIN matching and 1099
Master subcontract agreement
Insurance requirements exhibit
ACH authorisation
NJ HIC registration — subcontractors only
Insurance requirements for this vendor
Prefilled from the entity's minimums. The packet states these on its face so there is no argument later.
| Coverage | Each occurrence | Aggregate |
|---|---|---|
| Commercial general liability | $1,000,000 | $2,000,000 |
| Employers' liability | $1,000,000 | $1,000,000 |
| Commercial auto | $1,000,000 | — |
| Umbrella / excess | $1,000,000 | — |
The packet asks for the actual CG 20 10 and CG 20 37 endorsement PDFs, not a
ticked box on a certificate — a certificate cannot grant additional-insured status.
Banking
The vendor enters their own banking inside the DocuSign session — it never travels by email
and nobody here retypes it. Any later change freezes payment until a callback is logged.
Ready to send
Five documents in one envelope
ReadyRecord IDs attached as hidden custom fields
ReadyCompleted webhook will file every document automatically
Ready