--- sourceDocument: Xanadu Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Creator --- # Manage documents from the Supplier Collaboration Portal # Manage documents from the Supplier Collaboration Portal {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://servicenow-prod.fluidtopics.net/HoiAuziEarX_dPmmn1ZfpA "Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents."). 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: {#upload-doc-portal__table_nsg_k3z_z5b__entry__2} | 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 Note: Select the supplier from the list of suppliers, if applicable.. 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. {#upload-doc-portal__ol_vyy_p3z_z5b} To download the document template: 1. In the portal header, select My Company. Note: Select the supplier from the list of suppliers, if applicable. 2. In the Documents widget, on the tile having the document name, select Get template. {#upload-doc-portal__ol_w1n_bwg_fvb} 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. Note: Select the supplier from the list of suppliers, if applicable. 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. {#upload-doc-portal__ol_m4b_5vv_dvb} To download a document: 1. In the portal header, select My Company. Note: Select the supplier from the list of suppliers, if applicable. 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. {#upload-doc-portal__ol_gwm_2yv_dvb} 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](https://servicenow-prod.fluidtopics.net/QARQkFIXSBaTBklAXGUgDg "Create a supplier document configuration to define when to run the configuration, who can view the upload request and upload the documents, and whether to send notifications when documents are uploaded or have expired."). | | 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. {#upload-doc-portal__ul_ch3_syv_dvb} 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. {#upload-doc-portal__ol_tkw_q3z_z5b} | [ ] {#upload-doc-portal__table_nsg_k3z_z5b} **Related concepts** * [Supplier contact self-registration](https://servicenow-prod.fluidtopics.net/yff1S7gi~Iy0hNJtyoYIkw "Supplier contacts can self-register to the Supplier Collaboration Portal and start working on the assigned tasks.") * [Managing supplier contacts from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/B2CCC0IOAhtv3QKevdORlA "Manage and remove contacts, update the contact's email address, elevate access or remove elevated access to contacts from the portal.") * [Raising requests from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/bq9fzZFetCbUdK5JgNPWnQ "You can raise requests using the supplier catalog by selecting Raise a request in the Supplier Collaboration Portal header.") * [Viewing supplier contact tasks from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/Q0AmEl1NOLbxUVRqkLEPqQ "View the tasks that are assigned to you and other supplier contacts.") **Related tasks** * [Invite a member to access the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/rAXPl7op328R21D3oYEL_A "Invite supplier contacts to access the Supplier Collaboration Portal so that they can raise requests and start working on their assigned tasks.") * [View or update your user profile from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/wIwrkwEh5jYYzLk2pEJ8aQ "Update your personal profile in the Supplier Collaboration Portal.") * [View all your requests from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/yyO5Y0lnbzMF17Qgb7gmbA "View all the requests that you've raised, to whom they are assigned, and their status.") * [View supplier locations from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/7HiVvjjILnpQX81jUmPzpg "As a supplier contact, view the locations of a supplier in the Supplier Collaboration Portal.") * [View supplier payment information from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/uSWfARwo7v9pfJio3OYpxw "As a supplier contact, view the payment information of a supplier in the Supplier Collaboration Portal.") * [Start a chat session from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/Hadilah8r3PwaJJLeR7guA "As a supplier contact, you can start a chat session from the Supplier Collaboration Portal and interact with supplier fulfillers.") * [Complete a risk assessment from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/RLqnhmVTz_~jixvCBHe6Yg "As a supplier contact, you can view and complete your assigned risk assessments to help the supplier manager in evaluating a supplier before onboarding them.")