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A help guide to keeping your documents up to date for compliance

How to Keep Your Documents Updated

Help completing stage 1 of the registration process

Answering Stage 1 Questions

Submitting Stage 1 Questions

An overview of the questionnaire process and why these questions are being asked

How to Complete the Questionnaire Process

Paying the administration fee for your registration

How to Make Payment

Help completing stage 2 of the registration process

Answering Stage 2 Questions

Help uploading documents when completing the questionnaire

How to Upload Documents

How to submit your questionnaire to be validated once completed

How to Submit the Questionnaire for Validation

How to Update Your Information

Help with the renewal process for suppliers

How to Renew Your Registration

How to give colleagues access to the questionnaire

Sharing the Questionnaire with Colleagues

Help with the questionnaire process including how to submit, how to upload documents, and sharing the questionnaire with colleagues.

Completion of the Questionnaire

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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