On the dashboard (the page presented immediately after logging in), click the blue 'invite supplier' button on the top right corner of the page.
You will then be asked to provide either your supplier's email address or website. In this section an email address is preferred as it makes it automates the invitation process, making it easier for TechPassport admins to communicate with the supplier and leading to much faster onboarding times.
If inputting an email address, on the next screen you will be asked whether you would like to send an auto-NDA to the vendor once they are onboarded. If choosing yes, you will then be asked if the NDA you would like to send is part of an existing TechPassport project. If the answer is yes, you will then be able to select the project that this NDA can be filed under.
If the answer is no, you will then be prompted to create a new project. To do so you will need the following information:
- Your project name
- An internal project ID: this field allows you to input a project ID that matches another system your company may use, such as Salesforce or Ariba. If you do not know your project ID or do not have one, input any number into this field.
- A Tech MD Sponsor: choose from a pre-populated list of people from your organisation who have authority to sign contracts. If in doubt on who to select for this field contact your system administrator.
The next screen will ask you if the NDA request you are making is on behalf of someone else from your company. If it is, you will then need to input the email address of the person you are making the request for.
(Please note: Auto-NDAs are disabled if inviting your vendor via website URL.)
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