Collect every vendor document in one secure flow.
Request W-9s, insurance certificates, banking details, and signed agreements as a single onboarding packet — and know exactly what's still outstanding.
Who it's for: Vendor onboarding and procurement teams who collect several documents per vendor and lose track of what's missing.
Vendor Packet — product UI
What it does
The job, handled end to end
- 1Bundles every required document into one request a vendor completes in a single session.
- 2Shows a live checklist of what's received, validated, and still outstanding per vendor.
- 3Validates each document as it arrives so incomplete packets don't slip through.
- 4Keeps the whole packet together with one audit trail.
How it works
Three steps
Define
Choose the documents this vendor type must provide.
Request
Send one packet link; the vendor completes everything in order.
Track
Watch the checklist complete and monitor each document for expiration.
Recurring value
Where the real value is
Onboarding is the start, not the end. Keelstar keeps monitoring each document in the packet — insurance that expires, W-9s that go stale — so an onboarded vendor stays compliant, not just compliant on day one.
Audit output
Every document, validation, and reminder is logged together as one vendor record you can export on demand.
On the shared platform
Built in, not bolted on
Audit trails
Every action recorded with an actor and timestamp.
Version history
Every version of every document, kept and comparable.
Role-based permissions
Access is one decision, applied across workflows.
Exports
Hand any record or its history to finance or an auditor.
Notifications
Reminders that fire before deadlines, not after.
Shared platform
One foundation for every application you add.
Security & privacy
Security documentation available on request.
Fast self-serve setup
Live the same day. No consultants, no project.
FAQ
Common questions
Yes. Define different required-document sets and apply the right packet to each vendor.
Keelstar shows exactly what's outstanding and reminds the vendor until the packet is complete.
Related workflows
Documentation
Start with Vendor Packet today
Live the same day. No consultants, no implementation project.