- Liquid Support
- For Businesses
- Managing Vendors
-
General
-
For Businesses
- Getting Started
- Master Contracts / Onboarding Vendors
- Managing Vendors
- Compliance
- Users
- Work Orders
- Work Order Fee Estimates
- Work Order Uploads
- Purchase Orders
- Invoices
- Invoice - Work Order Matching
- Payments
- Invoice Approvals
- QuickBooks Online Integration
- Projects and Accounting Fields
- Reports
- Liquid Plan
- Custom Onboarding / Custom Contracts
- Bank Accounts
-
For Vendors/Contractors
-
Training Videos
How do I add additional documents to a Vendor card?
When you press any Vendor card in grid view (or press any Vendor row in table view), you will bring up the vendor details. We call this the “back” of the Vendor card. On the "back" of the Vendor card, there is a section called Other Documents.
If you press the + Add in this section of the “back” of the Vendor card, you can also add additional documents you would like to have connected with this Vendor. You might choose to include amendments, headshots, and other information here. The Other Documents section is only visible for Vendors who have started or completed onboarding. Any documents added here are visible to you and your team as well as your Vendor.