vendor-document-upload

Name: vendor-document-upload
Availability: InStock
Author: Ramp

Upload vendor documents with OCR and matching result reporting.

45|6|Updated Mar 24, 2026

Search Tags:#contract compliance #w-9 #vendor documents #w-8 #ocr matching #bulk upload #base64 upload

Ready to run

npx skills add https://github.com/ramp-public/ramp-cli --skill vendor-document-upload

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: vendor-document-upload
Source: https://github.com/ramp-public/ramp-cli/tree/main/src/ramp_cli/skills/vendor-document-upload
Command: npx skills add https://github.com/ramp-public/ramp-cli --skill vendor-document-upload

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the risk and manual effort of submitting the wrong vendor paperwork by guiding you to upload W-9/W-8 forms, contracts, COIs, and other onboarding or payment documents, then review OCR and vendor matching outcomes.

Core Features & Use Cases

Safe, category-aware vendor document uploads: Attach a document to a confirmed vendor UUID only after the user confirms both the vendor and the document category.
Single-upload and bulk triage modes: Upload directly when the vendor UUID is known, or omit it to route documents through Ramp’s matching/triage flow.
Bulk OCR and matching status checks: Poll bulk batches to summarize terminal states, counts, and which specific documents need attention.

Quick Start

Use vendor-document-upload to upload a W-9 for a confirmed vendor UUID by first dry-running the attach request and then running the real upload if the payload is correct.

Frequently Asked Questions about vendor-document-upload

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I upload a W-9 or W-8 form to a specific vendor record?▼

To attach a W-9 or W-8 form, provide the confirmed vendor UUID, document category, and base64-encoded file contents. A dry run is recommended before the actual upload to validate the payload.

What happens if I upload vendor documents without a vendor UUID?▼

Uploading documents without a vendor UUID routes files through Ramp's triage and matching flow. This allows the system to automatically match the paperwork to the correct vendor during OCR processing.

Can I bulk upload vendor onboarding paperwork and check the OCR status?▼

Yes, you can bulk upload vendor onboarding paperwork and use an optional agent polling mode to check OCR status. This summarizes terminal states, batch counts, and identifies which specific documents need manual review.

Do I need to base64 encode files before uploading vendor contracts and COIs?▼

Yes, file contents must be base64-encoded before uploading vendor contracts and COIs. You must also use snake_case CLI flags like document_category and file_content_base64 to ensure the upload processes correctly.

What is the best way to prevent uploading the wrong vendor paperwork?▼

The best way to prevent uploading the wrong vendor paperwork is to use a dry run before final submission. This validates the vendor UUID and document category to ensure safe, category-aware attachment.