The following instructions take place inside the Veryfi web app (hub) located here: https://hub.veryfi.com

How to Change or Update Vendor

  1. Go to your INBOX https://hub.veryfi.com/documents/ 
  2. Open the Document you want to alter the vendor for by pressing VIEW button (a modal window will open the Document detail)
  3. Inside the detail view, press the VENDOR tab
  4. Tap on Vendor name to select the Vendor from the list of your existing vendors. (as shown in the screenshot below)
  5. Fields ADDRESS and TYPES are also editable, feel free to adjust if needed

Note: You do not need to press SAVE. All fields Auto-Save.

How to Add a New Vendor

  1. Go to your INBOX https://hub.veryfi.com/documents/ 
  2. Open the Document you want to alter the vendor for by pressing VIEW button (a modal window will open the Document detail)
  3. Inside the detail view, press the VENDOR tab
  4. Tap on Vendor name, you will be given 2 options to Select the Vendor from the list of your existing vendors OR to Type new Vendor name. Just Type new Vendor name to add it to your list. (As shown in the screenshot)
  5. Add the ADDRESS and TYPES for your New Vendor. If necessary, you can change the vendor by tapping the NAME dropdown as shown below. FYI: Just typing a vendor name that's not in the list will create a NEW vendor.

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://hub.veryfi.com/vendors/) and mobile app.

Other Related Articles that might be helpful: 

How can I update Vendor logo?
 

If you have any additional questions, please reach out to our support: support@veryfi.com 

Did this answer your question?