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  1. EFTsure US
  2. Common Workflows

Common Workflows

Implementation Workflow

  • Supplier Data File Upload Workflow
  • Mailout Verification Workflow
  • Creating New Supplier Workflow
  • Updating Existing Supplier Workflow
  • Post-Training Next Steps Workflow
  • Implementation Verification Workflow (Review Suppliers)
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Snapshots Workflow

  • Verifying Supplier that Reports Details as Incorrect & Provides New Details Workflow
  • Verification Timeline Onboarding Form/Change Request Form Workflow
  • New Bank Account Verification Workflow
  • Creating Supplier Manually and Inviting Supplier Workflow
  • Explanation for Different Supplier Verification Emails
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