2. Onboarding With An Organisation
Completing Panel Selection
A video guide to completing the Panel Selection step when onboarding to an Organisation
1 View•22 Aug 2025•Video
Completing vendor details
A video guide to setting up Vendor Details when onboarding to an Organisation
1 View•22 Aug 2025•Video
Deactivating payment details
A guide for Vendor Users on how to deactivate payment details.
1 View•22 Aug 2025•Knowledge Article
Directing all onboarding invites to one account
A guide for Vendor Users on how to direct all onboarding invites to one account using Domain Claiming.
1 View•25 Sep 2025•Knowledge Article
Editing payment details
How Vendor Users can edit payment details.
1 View•8 Dec 2025•Knowledge Article
Getting started
A short video to assist vendors with getting the onboarding process underway
1 View•22 Aug 2025•Video
How to Add Compliance Documents
A guide for Vendor Users on how to add compliance documents
1 View•24 Aug 2025•Knowledge Article
How to Update Compliance Documents
How Vendor Users can update compliance documents in Felix.
1 View•26 Aug 2025•Knowledge Article
Introducing the AI-Powered Compliance Documents Recognition
An introduction to Felix's AI-Powered Compliance Document recognition tool
1 View•14 Jun 2024•Knowledge Article
Providing payment details that Eftsure will validate
This guide will assist Vendors in understanding what providing payment details through Felix may mean for them when an Organisation uses Eftsure to validate payment details.
1 View•22 Aug 2025•Knowledge Article
Troubleshooting for Compliance Document Issues
This comprehensive troubleshooting guide assists Felix Vendor Users in resolving compliance document upload errors, unexpected document triggers, AI OCR mismatches, client-side rejections, and profile visibility blockages. The article provides precise instructions for bypassing empty validation fields using zero-value inputs, modifying service and questionnaire configurations, navigating the "Pending" statuses, and resolving duplicate business account conflicts. By implementing these workflows, vendors can clear account suspensions and ensure that Organisations can process Pending or Suspended Vendor Invites.
1 View•27 May 2026•Knowledge Article
Understanding payment details
A breakdown of Payment Details within Felix, for both Marketplace and Enterprise Vendors
1 View•2 Jul 2024•Knowledge Article
Vendor ABN Verification at Onboarding
Vendor ABN verification process overview
1 View•8 Sep 2025•Knowledge Article
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