---
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 Source-to-Pay Workspace

# Manage documents from the Source-to-Pay Workspace {#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 Source-to-Pay Workspace.

## 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.manager, sn_slm.owner, or sn_slm.admin

## About this task

The Documents tab contains the Link Documents option, which enables you to quickly add an already
uploaded document without creating a new one. Access to the Link Documents option 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.").

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Under My suppliers, select the legal name of the supplier.  
   The supplier details page is displayed.
3. Select the Documents tab and do one of the following.

   | To | Do this |
   | Upload a document | 1. Select New. 2. On the Create New Documents form, fill in the fields. For a description of the field values, see [Create New Documents form](https://servicenow-prod.fluidtopics.net/ATJAzFZeOJLHtzgGtlxAWw "Use the Create New Documents form to provide details about the new document you want to create."). 3. Select Submit. {#upload-doc-ws__ol_vmk_14w_dvb} |
   | Download a document | 1. In the Name column, select the link to a document to open it. 2. Select Download Document. {#upload-doc-ws__ol_mhf_3pw_dvb} |
   | Remove a document | 1. Select the check box next to the document name. 2. Select Remove. {#upload-doc-ws__ol_b1b_w4w_dvb} |
   | Upload a new version of a document | 1. In the Name column, select the link to a document to open it. 2. Do one of the following: * Select Upload Version. * Select the Versions tab and then select New. {#upload-doc-ws__ul_rll_pqw_dvb} 3. On the Create New Versions form, under Attachments, select Browse to upload the new version of the document. 4. Select Save. A new version of the document is created and displayed in the Versions tab. {#upload-doc-ws__ol_npy_hqw_dvb} |
   |-|-|

   {#upload-doc-ws__choicetable_k4g_m1w_dvb}
**Related concepts**   

* [Managing supplier cases from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/Wou65kZci3EdbBvos2GUoQ "You can create and manage supplier cases for suppliers in the Source-to-Pay Workspace.")
* [Managing supplier tasks from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/IafUnCPTQmmhidI~Yxjk_Q "You can create and manage tasks for suppliers and internal users in the Source-to-Pay Workspace.")
* [Managing supplier contacts from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/uzn3fHlhrj7H3diMTOWn1A "Add or remove contacts, elevate access or remove elevated access to contacts from the Source-to-Pay Workspace.")
* [Interaction Management in Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/Eb1FKdsaVpv0eQYRrJQX8g "Interactions are a centralized location for all communication channels available in Source-to-Pay Workspace. Interaction Management involves managing supplier-related queries from different sources, such as an email, chat, message, or SMS.")
* [Composing emails with predefined content from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/6OEh9zN7BDK4HTRWYJsU6g "Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.")  
**Related tasks**   

* [Create a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/2muC8fcZ2qmGfQ_NTwEdYA "Create a supplier to quickly onboard the supplier using playbooks and start purchasing goods and services.")
* [Add a supplier location from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/yEr_ADngZHiicCoPX3wh~g "Add a supplier location to visualize the geographical location that suppliers run their operations from.")
* [Edit supplier details from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/eRRESQIVDfkCbYvEIFvpSQ "Add or modify the details of an existing supplier.")
* [Offboard a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/LjguCwgzOq4o66KwodM0jA "Offboard a supplier due to performance issues or when you learn that the supplier follows practices that are inconsistent or unethical.")
* [Accept an incoming chat request from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/NpyRrUcFXpj767hJZhuTvA "As a supplier fulfiller, accept an incoming chat request from the Supplier Manager Workspace Inbox to start a chat session with a supplier contact.")

*[\>]: and then