The following instructions take place inside the Veryfi web portal, located here: https://app.veryfi.com.
How to Change or Update Vendor
Go to your DOCUMENTS https://app.veryfi.com/documents/
Open the Document you want to alter the vendor for by pressing the VIEW button (a modal window will open the Document detail)
Inside the detail view, click the VENDOR tab and click on the Vendor dropdown to choose the Vendor from your list of existing vendors. (as shown in the screenshot below).
ADDRESS and TYPE(S) fields are also editable. Please feel free to adjust if you need to.
If you want to unassign a vendor from your document, click the little "x" icon at the right of the vendor dropdown (as shown in the screenshot below).
Make sure to return to the document and assign the correct vendor.You can also click the ADD VENDOR button to add a vendor to your list and automatically apply this new vendor to this document.
Note: There's no need to look for a SAVE button. All fields save automatically.
How to Update Vendor Details – Alternative Method
Go to your VENDORS page https://app.veryfi.com/vendors/
Click the field you’d like to change within either the NAME, ADDRESS, or TYPES column (see screenshot below)
Update the field
Press the Enter or Return key on your keyboard
How to Add a New Vendor - Alternative Method
Go to your VENDORS page https://app.veryfi.com/vendors/
Click the ADD VENDOR button in the top-right corner (see screenshot above)
Fill out all the relevant details
Click ADD VENDOR when ready
Once the new vendor is created it should be added to the list for your existing vendors and should be available both via web app (https://app.veryfi.com/vendors/) and mobile app.
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If you have any additional questions, please reach out to our support: support@veryfi.com