Entity Details
Legal name, trade name, DBA, corporate structure, jurisdiction of formation, and the EIN or SSN. Including the filing state and formation date helps cross-check registration records.
The ATTC Business Picklist standardizes vendor and partner details to improve data quality, accelerate onboarding, and reduce manual verification. Consistent entries lower administrative costs, minimize tax backup withholding risks, and enable reliable routing for approvals and compliance checks across departments.
Organizations and teams that rely on accurate supplier and entity data complete the ATTC Business Picklist during onboarding, contracting, and procurement intake processes.
Smaller businesses, third-party vendors, and enterprise suppliers all use the picklist to ensure consistent records and faster approvals across multiple internal systems.
Owners or chief executives have inherent authority to sign the picklist and certify business information. Where organizations use delegated signing, document internal policy that names specific officers or procurement delegates and the limits of their signing authority.
Procurement managers may sign when delegated authority is specified in corporate policy. Ensure delegation documents are attached to the picklist and verify monetary thresholds and contract limits before executing to avoid invalidation.
Legal name, trade name, DBA, corporate structure, jurisdiction of formation, and the EIN or SSN. Including the filing state and formation date helps cross-check registration records.
Primary and secondary contacts with job title, direct phone, and business email. Specify role responsibilities for onboarding, billing, and compliance to route queries correctly and reduce approval delays.
NAICS or SIC codes, tax jurisdiction codes, and internal accounting categories. Accurate classification supports procurement rules, reporting requirements, and any industry-specific compliance checks.
Designated file slots for W-9, business license, certificate of insurance, certifications, and contracts. Require PDF/DOCX and name files to correspond with picklist fields for easier audit.
Conditional approver paths based on spend thresholds, vendor type, or regulatory flags. Built-in routing reduces manual handoffs and enforces required legal or compliance reviews before execution.
Fields for signer name, title, date, and electronic signature. Include signer authentication level and consent language to meet ESIGN and UETA validity criteria.
| Field | Configuration |
|---|---|
| Required Fields | Set required on TIN, legal name, and contact |
| Conditional Logic | Show license upload when regulated industry selected |
| Approval Flow | Route to legal for high-risk vendors |
| Notifications | Email alerts on submission and approval |
Choose a platform that supports PDF/DOCX uploads, conditional fields, audit trails, and integrations with CRM or ERP systems.
Provide W-9 immediately when requested by payer
Recipient and IRS deadlines commonly Jan 31
Internal SLA typically 5–15 business days
Identity and document checks usually 1–3 days
Retain tax and contract records per regulator
Form entered and attachments uploaded
Automated checks for TIN, names, and codes
Routing to legal, finance, or procurement based on rules
Vendor record created and payment set-up triggered
| Criteria | ATTC Picklist | Vendor Registration |
|---|---|---|
| Required Signatures | authorized rep only | multiple signers |
| Notarization Required | sometimes | |
| Attachments Typical | w-9, license | w-9, certificates |
| Primary Use | classification & routing | contracting & terms |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Download a flattened PDF/A copy that preserves signature appearance and the audit trail certificate. Use PDF/A for long-term archival and to meet document retention policies for auditors.
Export DOCX to enable revisions or internal notes. Keep a signed PDF version as the authoritative record and track changes separately in internal systems.
Extract structured picklist data as CSV for bulk uploads or analytics. Include column headers that match your vendor master schema to simplify imports.
Store copies in DMS with access controls and audit logging. Keep signed originals per retention rules and ensure offsite backups for disaster recovery.
Check state law for notarization or witness needs
Confirm authorized representatives and witness availability
In-person or RON based on jurisdiction rules
Use ID, KBA, or multi-factor per notary standards
Retain audio-video record for RON when required
Notary completes acknowledgment and journal entry
Include notary certificate or witness page with file
Keep notary logs and recordings per state rules
Martin Properties replaced paper vendor intake with a structured picklist and eSignature workflow to consolidate tenant and vendor records across offices.
Xerox integrated the picklist into its NetSuite workflow to ensure correct legal entities and signature routing across global subsidiaries.