Community Administrators or Community Supplier Administrators can view and/or add documents against supplier's profile.
Access/View Documents Screen
To access/view documents, go to the Administration module > click Suppliers > select Manage Suppliers tab > locate the supplier's profile by utilizing the Search Suppliers field > clear State field.
To customize the search, select Filters.
Once the supplier's profile is located, select Documents tab, click Documents tab.
Inactive Documents
By default, Active Documents Only is enabled. When documents are deleted by the Community or the supplier, the documents will be display Inactive status.
To view the Inactive documents, uncheck Active Documents Only box.
Viewing Attachments
To view the attachment(s) loaded with a document, click the paperclip icon > a pop-up box will appear > select the down arrow next to the desired attachment.
To download all attachments as zip file, click Download All.
Add Documents
To add a new document, click Documents tab > select +Add Document > a pop-up box will appear to enter required information marked with a red asterisk. Once completed, select Add. If you wish to add additional documents, click Add More.
Enter information in the required fields marked with a red asterisk. When Show to Buyers field is enabled, buyers can view the added document.
Upon successful upload, notifications will be sent to:
- Users with the Community Supplier Administrator role.
- A comment is posted on the supplier Comments tab and an notification is sent the email address assigned to supplier's profile contact Customer Comments field (or the default, if not specified).