The vendor report is where all the information about a vendor lives. It allows you to view the detailed compliance status of the vendor, view and edit their contact information, and upload/download their COI. This short guide will walk you through the Jones vendor report and the information it contains.
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Vendor reports are where you can view all the information about a vendor, their compliance status, and their activity. You can access a vendor's report by either: (a) using the search bar at the top of the page, or (b) clicking on the vendor's preview card on the compliance dashboard.
If you would like to view or download the most up to date COI that is on file for a vendor, you can click the COI icon on the top right corner of the vendor report and hit view COI. The COI will open in a new browser page, where you can download it if necessary.
If a vendor sends you a COI after they have already been invited to the platform, you can upload their COI directly to Jones by clicking on the COI icon on the top right corner of the vendor report. At that point, you will be taken to a page where you can upload the COI.
To quickly access the email address or phone number that Jones has on file for a vendor, you can click on the email or phone icons, respectively. This will open a popup that allows you to copy the vendor's chosen contact information.
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Jones stores basic information about all the vendors on the platform. This information can be viewed and edited by clicking the pencil icon in the top right corner of the vendor report.
<aside> ❗ If a vendor's information is updated, Jones will use the updated information for all any communication.
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