Skip to main content
Version: 1.65

Vendors

Vendors are (third-party) providers of AI models, tools, or services used within your organization. You can create and maintain vendor profiles, attach supporting documentation, and see at a glance how many use cases are linked to each vendor.

Create a vendor​

To add a new vendor to your organization:

  1. Navigate to the Vendors page in your organization
  2. Click Create vendor
  3. Enter a Name for the vendor
  4. Optionally add a Description
  5. Click Save

Once a vendor is created, it can be linked to use cases to track which vendor relationships are in use across your organization.

To link a vendor to a use case:

  1. Open the use case you want to link a vendor to
  2. Navigate to the vendor field in the use case
  3. Select the vendor from the list

The number of linked use cases is visible directly on the vendor overview page, giving you instant oversight of vendor adoption across your organization.

Vendor documentation​

Vendor documentation supports the same documentation workflows as use case documentation. You can add documentation templates, import PDF documents from your organization, Upload PDFs and use AI to generate suggested answers for your documentation templates. Learn more about managing templates and PDF documents in the organization documentation overview.

Add a documentation template​

To add a documentation template to a vendor:

  1. Navigate to the Vendors page and open the vendor.
  2. Under Documentation, select Add and Import documentation template.
  3. Select an available template from the list.
  4. Fill in the template questions, optionally by generating answer suggestions.

Import a PDF document​

To import a PDF document from your organization:

  1. Under Documentation, select Add and Import PDF from organization.
  2. Select a document from the available organization documents.

You can also upload a PDF file directly:

  1. Select Upload PDF.
  2. Select the PDF file you want to upload.
  3. Select Upload.
note

Only PDF files smaller than 50MB are accepted when uploading documents.