Help center
How GreenlightSubs works
Plain answers about adding vendors, reminders, vendor uploads, reviewing documents, your team and billing. Each page describes what the app does today.
Getting set up
- Getting startedSet up your account, add your first vendors and let GreenlightSubs start chasing their paperwork.
- Confirming your emailWhy new accounts hold vendor emails until the owner clicks the confirmation link, and how to get a new link.
- Adding and managing vendorsAdd a sub or supplier, send them their upload link, record a paper certificate yourself, and pause, archive or delete a vendor.
- Importing a spreadsheetBring your vendor list in from Excel or Google Sheets, including current expiry dates. Which column headings work, the preview, and who gets emailed afterwards.
- Document types and requirementsThe documents GreenlightSubs tracks out of the box, required versus optional, adding your own types, and excusing one vendor.
Reminders and uploads
- How reminders workThe default reminder schedule (30, 14, 7 and 1 days before expiry, then weekly), what pauses it, and how to change it.
- What your vendors seeThe reminder email and the no-login upload page, step by step from your vendor's side, and what stays private.
- Reviewing and approving uploadsWhat Approve and Reject do, how to fix a wrong expiry date, and what happens to reminders afterwards.
Reports and your team
Account, billing and security
- Plans and billingWhat each plan includes, how upgrading, switching and canceling work, what happens if a payment fails, and refunds.
- Security, privacy and your dataHow logins, files and vendor links are protected, who can see your documents, and how to export or delete your data.
- Frequently asked questionsShort answers to the questions people ask most, from "does it check with the insurer?" to "why didn't my vendor get a reminder?"
Still stuck?
Email support@greenlightsubs.com with your company name and what you were trying to do. Want to try it first? Start free with up to 5 vendors, no card needed.