Manage documents from the Supplier Collaboration Portal

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Manage documents by uploading, updating and downloading the required documents from the Supplier Collaboration Portal.

    Before you begin

    Ensure that you have created a supplier document configuration. For more information, see Supplier Document Management.

    Role required: sn_slm.contact or sn_slm.admin

    Procedure

    1. Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix.
      For example, https://example.com/supplier.
    2. Do one of the following:
      To Do this
      Upload or download a document from the My Company page

      To upload a document:

      1. In the portal header, select My Company.
      2. In the Documents widget, on the tile having the document name, select Upload.
      3. Browse for and select the document that you want to upload.
      To download the document template:
      1. In the portal header, select My Company.
      2. In the Documents widget, on the tile having the document name, select Get template.
      Note:
      The document template specifies the expected format of the document that you must upload.

      To update an already uploaded document:

      1. In the portal header, select My Company.
      2. In the Documents widget, select the three vertical dots icon (Three vertical dots icon.) on the tile having the document name, and then select Update.
      3. Browse for and select the document that you want to upload.

      To download a document:

      1. In the portal header, select My Company.
      2. In the Documents widget, select the three vertical dots icon (Three vertical dots icon.) on the tile having the document name, and then select Download.
      Note:
      Access to the Documents widget on the My Company page is controlled by the user criteria you set on the Manage access tab when creating the supplier document configuration. For more information, see Create a supplier document configuration.
      Upload a document from the My To-dos page

      To upload a document:

      1. Do one of the following:
        • In the portal header, select My Tasks.
        • (If you're a primary contact) In the portal header, select Tasks and then select My Tasks.

          The My To-dos page is displayed.

      2. Select the Open tab, select the to-do that you want to upload a document for.
      3. Select the Details tab and select the add attachments icon (Add attachments icon.) to add a document to the to-do.
      4. Select Complete.