Requested Information
Listed below are sections with some examples of the type of information that we are requesting. Providing as much of this information as possible will allow us to not only make Onboarding a seamless process, but ensures that we have all the information needed to work side by side with vendors on your behalf.
Click here to download our spreadsheet to input all the of requested information. This spreadsheet has five sheets, one for each section of information. If you already have your own documentation in place you can submit your current files.
Please do not send the requested information via email. Instead we ask, once you have gathered everything, that you upload this confidential information securely.
COPIES OF SUPPORT CONTRACTS
Submit copies to the above secure link
Phone and internet bills, phone and internet contracts, copier contracts, support contracts for any line of business applications, contract for security camera company, etc.
Vendor Information
Submit copies to the above secure link
Email and website hosting information, licensing information for servers and Microsoft Office
Facility Information
Submit copies to the above secure link
Facility directory, emergency after-hours contact, site list, door access codes, company business hours, and floor plan if available.
Technology Information
Submit copies to the above secure link
Please feel free to send login credentials for the following devices if you have them; servers, firewall, router, copiers, security camera, etc. If you do not have that information, we will be happy to work directly with your incumbent to obtain those logins. It is not necessary to send passwords for employee workstations.
BILLING DETAILS
Submit copies to the above secure link
Email address for invoices, email of additional contact to be copied on invoices, ACH form, copy of your tax exempt letter if applicable. Click here to download a copy of IT360’s W-9.
