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Manufacturing

Manufacturing: supplier onboarding

Set up suppliers, publish templates and collect documents for manufacturers managing supplier documentation.

Your workspace terminology

Your workspace calls the businesses or people you collect documents from suppliers. Reusable document checklists appear under Templates. The process is called onboarding.

The upload page is still called the client portal. Invited accounts remain separate from your team's workspace accounts.

Labels follow your organization's industry, not the industry of an individual contact or checklist.

Set up your first supplier

  1. 1Confirm your organization industry in Settings.
  2. 2Open Templates, create a template, and add the documents your organization requires.
  3. 3Publish the template before assigning it.
  4. 4Open Suppliers, add a supplier, enter their contact details and assign the published template.
  5. 5Set an optional onboarding deadline. Leave it empty if no deadline applies.
  6. 6Send the invitation email. It includes a code and a link; the recipient can use a private portal link or create an invited account.
  7. 7Review submitted documents in Documents and request changes when a correction is needed.

Example checklist

  • Quality certification
  • Liability insurance
  • Supplier declaration
These are examples, not a regulatory checklist. Your team decides which documents are appropriate and verifies them before approval.

Feature availability

Document collection, information forms, review and expiry tracking use the same workflow across industries, subject to your plan.

Projects, ACORD 25 certificate details, Procore and Sage construction integrations are only shown for construction accounts. DocumentLane does not replace professional, legal or regulatory verification.

NextManufacturing: templates, review and renewals

Still stuck? Email hello@documentlane.ai.