Ask a question, or bring in a colleague or your broker

The business that sent the request owns it, so they are the right people to ask what is needed, which site or dates a document must cover, and by when. Asking in Vendarity keeps the question next to the item it is about.

How do I ask a question?

1. Find the item

   On your requests page, find the card and look under Other options.

2. Open the question box

   Choose Ask a question. A box opens, labelled with the business’s name: “Your question for …”.

3. Send it

   Type your question and choose Send question. The page confirms that your question was sent.

The reply appears under Shared messages on your requests page, next to the item. The business can have Vendarity email the reply to the main contact they hold for your company while the item still needs something from you. To check at any time, open the link you were sent again. Links work for 7 days.

How do I bring in a colleague or broker?

If someone else holds the document, such as your insurance broker, propose them as a contact. They get their own access, so you don’t need to share your link or codes.

1. Open the contact form

   In Bring in the right person, near the bottom of your requests page, choose Propose a contact.

2. Enter their details

   Fill in Contact name and Contact email, and choose How they help: Colleague or Broker or representative.

3. Explain and choose the items

   Write the Reason for the request, at least 8 characters, and tick the items they should help with.

4. Send the request

   Choose Send contact request. It appears in the list as Waiting for confirmation.

What happens after I propose someone?

Nothing is sent, and no one gets access, until the business confirms the person and the items. Your request then shows as Confirmed, and the business gives that person their own access to those items only.

The business can also decline a request, shown as Declined, or end access later, shown as Revoked. Their response appears with your request.