Tutorials

Step-by-step guides to every part of the console — from your first sign-in to automated sanctions screening. Each one takes a few minutes to read.

Guide 1

Getting started

Create your organization, set up your categories and team, and get the console ready for your first vendor.

Guide 2

Add vendors, keep their details current, and read the compliance flag that tells you who needs attention.

Guide 3

Turn your yearly audit into a reusable checklist template, then track documents and expirations per vendor per year.

Guide 4

Compose the question set you send to vendors — data questions, document requests, and a publish step that locks it in.

Guide 5

Send a questionnaire, let the vendor answer over a secure link, then approve, request changes, or reject from the review queue.

Guide 6

Screen vendors against the OFAC sanctions lists and SAM.gov exclusions in one click, with a saved PDF evidence report.

Guide 7

Tag vendors as approved for specific clients, then export vendor-status reports — for the whole organization or per client.

Guide 8

Daily digests for your team, reminders for your vendors, and a weekly sanctions-list refresh — all automatic.