Streamline vendor onboarding with Attain OS Forms. Use Atty AI to draft a New Vendor Setup form capturing tax ID, payment info, and more.
Bringing on a new vendor is exciting—until you realize you need their W-9, bank details, and payment terms, all before you can cut the first check. The back-and-forth emails, the missing fields, the wrong routing numbers. It's a messy dance that can delay procurement by days or weeks.
With Attain OS, you build a single, smart New Vendor Setup form that collects everything you need in one submission: tax identifiers, remittance addresses, ACH or wire instructions, and even your own internal approval routing. No more chasing spreadsheets or digging through inboxes.
You've hired a freelance designer for a six-month project. They need to be set up in your vendor system, but they're an individual, not a company. Your New Vendor Setup form includes fields for their SSN or EIN, a direct deposit authorization, and a place to upload their signed contract. Atty can pre-fill the form based on the contract details you provide, saving you from manual data entry.
Your manufacturing team just approved a new raw materials supplier. The supplier is a large corporation with complex payment requirements: separate remit-to addresses for different regions, multiple bank accounts, and tiered payment terms. Your form captures all of that with conditional fields—when the user selects 'International,' additional fields for SWIFT code and IBAN appear. Atty drafts the form using your procurement policy document, so you don't miss a single compliance checkbox.
Your IT department needs to onboard a managed service provider (MSP) for 24/7 support. The MSP requires a signed service agreement and a credit application before they start work. Your New Vendor Setup form includes a file upload for the signed contract and a checkbox confirming the credit check has been initiated. Atty generates the form from a template you used for a similar vendor last quarter, reducing setup time from an hour to five minutes.
Tell Atty: "I need a form to collect new vendor details including tax ID, payment method (ACH or wire), remittance address, and a place for them to upload their W-9. We also need an internal approval field for the finance manager." Atty analyzes your request and creates a draft form with all the fields you mentioned.
Atty presents you with a structured form: Vendor Name, Tax ID (EIN/SSN), Payment Method (dropdown: ACH/Wire/Check), Bank Account Details (routing and account number), Remittance Address, W-9 Upload, and Approval Status (checkbox for finance manager). You can add or remove fields, reorder them, or adjust help text. Atty also suggests adding a 'Vendor Type' field to categorize individuals vs. companies.
Once you're satisfied, you assign the form to the 'Vendor Onboarding' project in Attain OS. The form becomes a sharable link that you send to your new vendor. When they submit, the data lands directly in your Customer Management app, and a task is created for the finance manager to review the W-9 and approve the setup.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Please complete this form to register as a vendor. All fields marked with * are required.
Yes, you can include a file upload field for W-9s. Attain OS allows you to add a text field to capture the file name or a link if you host the file externally. For full file upload capability, use the Attain OS Documents app to store and link the file.
You can share the form link directly with the vendor via email or a secure message in Attain OS. There's no public directory—only people with the link can access it. You can also revoke access at any time.
The submission creates a new record in your Customer Management app and a task in Tasks for the finance team to review. You can set up custom routing within Attain OS to notify the appropriate approver.
Absolutely. Once you publish the form, you can share the same link with every new vendor. Each submission is stored separately, and you can view all submissions in the Forms app.
