Digital Account Opening and Qualification
Syri staff request the forms a customer or supplier needs. The customer or supplier then completes them from a personal link.
Internal
Syri staff
Request applications, complete the Syri sections of submitted forms (Finance and Credit Control included) and send them on. QA manages the forms; the super administrator manages who can do what and the mailboxes.
Open staff area
External
Customers and suppliers
Customers and suppliers open their forms only from the personal link that Syri staff send them by email. There is no public sign-up.
To try it: open the staff area, send a request, then select Open their link.