If you need to upload any Certificates of Insurance, Business Classification Certificates or other important documents for assurance purposes or to show standards you meet, you can do this on the Certificates and Documents page found on the Profile section within the Tasks menu. (This requirement is set by the Community to be able to connect and trade with them).
From here you can select the appropriate tab for they type of document(s) you wish to add and use the Add button to upload your documents.
Business Classification
If your W9 business classification qualifies you as a diverse organisation (e.g. Minority Business Enterprise MBE), please upload and provide details of any certifications you have on the Business Classification Tab.
To add a Business Classification Certificate, select to the tab Business Classification. Hit the button +Add Business Classification. Fill in all of the required information marked with a red * and hit Add.
Creating new documents here will automatically send notifications to your customers.
Expiry alerts will be sent to you and your customers 14 days before the Valid To Date.
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Note: Business Classification is only used by US Customers and Suppliers |
Insurance
To add an Insurance Certificate, select to the tab Insurance. Hit the button +Add Insurance Certificate. Fill in all of the required information marked with a red * and hit Add.
Creating new documents here will automatically send notifications to your customers.
Expiry alerts will be sent to you and your customers 14 days before the Valid To Date.
Documents
Please use this section to attach and upload documentation requested by customers such as for assurance purposes or standards you meet. The documents will be made available to all connected customers.
To add a Document, select to the tab Documents. Hit the button +Add Document. Fill in all of the required information marked with a red * and hit Add.
Creating new documents here will automatically send notifications to your customers.
Expiry alerts will be sent to you and your customers 14 days before the Valid To Date.
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Note: Under the Documents tab, you will not be able to delete a document that is currently being used as a Bank Verification document on the Invoicing and Payment tab of your Company profile. |