Partner Onboarding

Quickly onboard vendors, business partners, or employees with the Datamatics Partner Onboarding application right in Microsoft Copilot for Microsoft 365, Microsoft Teams and Outlook. You can search in plain English (one of the Natural Languages!) for relevant partners rather than filling in multiple fields or referencing partner codes.

Features and Benefits:

• Create a New Partner: Initiate the onboarding process by adding a new partner to the system.
• Upload Partner Document: Seamlessly upload any necessary documents related to the partner's information.
• Auto Classification of Partner Documents: Our advanced system automatically classifies and categorizes partner documents for efficient organization.
• Approve or Reject Partner and Partner Documents: Review and make informed decisions on whether to approve or reject partner applications and their associated documents.
• Search for Partners: Effortlessly locate partners by name, status, region/country, or specialization using our powerful search functionality.
• Query for Pending Mandatory Documents: Quickly identify any missing or pending mandatory documents required from partners.
• Check Partner Document Requirements by Region/Country: Ensure compliance by easily accessing document requirements specific to a partner's region or country.

• Initiate onboarding of a new partner Vibrato
• Search partner by name Vibrato