---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create a supplier document configuration

# Create a supplier document configuration {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read

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.

## Before you begin

Role required: sn_slm.manager or sn_slm.admin

## Procedure

1. Do one of the following.

   | To | Do This |
   | Create a document configuration from the Platform UI | Navigate to AllSupplier Lifecycle OperationsAdministrationDocument Configuration |
   | Create a document configuration from the Source-to-Pay Workspace | 1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace. 2. Select the list icon (![List icon.]()) and navigate to ListsAdministrationDocument Configuration. {#create-doc-config__ol_q5t_hlv_dvb} |
   |-|-|

   {#create-doc-config__choicetable_ur2_ykv_dvb}
2. Select New.
3. On the form, fill in the fields.  
   {#create-doc-config__table_sdz_gdr_z5b__entry__2}

   | Field | Description |
   |-|-|
   | Name | The name you assign to the configuration. |
   | Application | The application containing this record. In this case, it displays the default application, which is Supplier Collaboration Portal. |
   | Order | The order that you want the configuration to be displayed. Assign a numeric value in multiples of 100. |
   | Active | Option to decide if this configuration is in use. |
   | Description | A brief description of the configuration. |
   [Table 1. Supplier Document Configuration form]

   {#create-doc-config__table_sdz_gdr_z5b}
4. Select the Run condition tab and fill in the fields.  
   {#create-doc-config__table_cy1_twr_z5b__entry__2}

   | Field | Description |
   |-|-|
   | When to run | When you want the configuration to run. The choices are: * On demand: The configuration runs when you select Execute Now on the Supplier Document Configuration form. You can use this option to run the configuration immediately without waiting for the other run conditions to be met. For more information, see [Manually run a supplier document configuration](https://servicenow-prod.fluidtopics.net/qlR1txVK8hGXgI0VeeCMqg "Run a supplier document configuration to enable supplier managers, supplier owners, and supplier contacts to immediately upload the required documents."). * When supplier record inserted: The configuration runs when a new supplier record is created. * When supplier record updated: The configuration runs when an existing supplier record is updated. * When supplier record inserted/updated: The configuration runs when a new record is created or an existing supplier record is updated. {#create-doc-config__ul_z2t_ffs_z5b} |
   | Supplier condition | Specify when the configuration must run when specific conditions are met. |
   | Advanced | Option to use a script to specify when the configuration is run. |
   [Table 2. Run condition form]

   {#create-doc-config__table_cy1_twr_z5b}
5. Select the Upload preferences tab and fill in the fields.  
   {#create-doc-config__table_wg2_5wr_z5b__entry__2}

   | Field | Description |
   |-|-|
   | Required from | Specify who must upload the document. The choices are: * Anyone: Requires any one of the supplier contacts to upload the required document. With this option, the supplier contact can upload a document from the Document widget on the My Company page of the Supplier Collaboration Portal. For more information, see [Manage documents from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/HGo1ZBRMbyzaihUzIn40kg "Manage documents by uploading, updating and downloading the required documents from the Supplier Collaboration Portal."). * Everyone: Requires each supplier contact to upload the required document. The Generate task for field becomes available if you select Everyone in the Required from field. Select Yes in the Generate task for field to generate the Upload Document task for each supplier contact. With this option, the supplier contact can upload the document from either of these locations in the Supplier Collaboration Portal: * Documents widget on the My Company page * Upload Document task on the My To-dos pageFor more information, see [Manage documents from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/HGo1ZBRMbyzaihUzIn40kg "Manage documents by uploading, updating and downloading the required documents from the Supplier Collaboration Portal."). {#create-doc-config__ul_zsd_g2x_z5b} {#create-doc-config__ul_idz_w1s_z5b} |
   [Table 3. Upload preferences form]

   {#create-doc-config__table_wg2_5wr_z5b}
6. Select the Manage access tab and fill in the fields.  
   {#create-doc-config__table_gsh_xwr_z5b__entry__2}

   | Field | Description |
   |-|-|
   | View access | Users with this access can only read the document. |
   | Upload/Update access | Users with this access can update and upload the document. |
   | Admin access | Users with this access can read, update, and upload the document. |
   [Table 4. Manage access form]

   {#create-doc-config__table_gsh_xwr_z5b}  
   Note:  
   On the Manage access tab, assign access to users or user groups based on the user criteria permissions.
7. Select the Notification tab and fill in the fields.  
   {#create-doc-config__table_p13_ywr_z5b__entry__2}

   | Field | Description |
   |-|-|
   | Notify on upload | Controls whether a notification is sent when a document is uploaded. The options are: * Yes * No {#create-doc-config__ul_x4z_nzr_z5b} |
   | Whom to notify on upload | The user that you want to notify when the document is uploaded. This field becomes available only if you select Yes in the Notify on upload field. |
   | Notify on expiry | Controls whether a notification is sent when a document expires. The options are: * Yes * No {#create-doc-config__ul_xy3_pzr_z5b} |
   | Whom to notify on expiration | The user that you want to notify when the document expires. This field becomes available only if you select Yes in the Notify on expiry field. |
   [Table 5. Notification form]

   {#create-doc-config__table_p13_ywr_z5b}
8. Select Save to remain on the Supplier Document Configuration form.  
   Note:  
   The Suppliers related list displays all the suppliers for whom the supplier document configuration is applicable.
9. In the Supplier Document Types related list, select New.  
   Note:  
   If you want to create a supplier document type from the Source-to-Pay Workspace, do the following:
   1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
   2. Select the list icon (![List icon.]()) and navigate to ListsAdministrationDocument Configuration.
   3. Open a supplier document configuration, select the Supplier Document Types tab, and then select New.
   {#create-doc-config__ol_zrf_2dv_dvb}
10. On the form, fill in the fields.  
    {#create-doc-config__table_d2l_qgr_z5b__entry__2}

    | Field | Description |
    |-|-|
    | Name | The name for the document type. |
    | Type | The type of the document. The choices are: * Policy * Guideline * Procedure * Contract {#create-doc-config__ul_b4q_dmr_z5b} |
    | Document Configuration | The document configuration that you want to associate the document type with. |
    | Order | The order that you want the configuration to be displayed. Assign a numeric value in multiples of 100. |
    | Days to expiry | Number of days before the document expires. Note: After a document expires, a notification is sent to the users stating that the document has expired and a new version of the document must be uploaded. The notification is sent only if the Notify on expiry field is set to Yes. The notification is sent to the users you specify in the Whom to notify on expiration field. After a document expires, it is marked as Expired in the Documents widget in the Supplier Collaboration Portal. The Expired marking is removed when you upload an updated version of that document. |
    | Template | Option that enables you to attach a template that specifies the expected format of the document to upload. Select the Manage Attachments icon (![Add attachments icon.]()) to attach a template. |
    | Description | A brief description of the document type. |
    [Table 6. Supplier Document Type form]

    {#create-doc-config__table_d2l_qgr_z5b}
11. On the Upload preferences, Manage access, and Notification tabs, specify the values that you want the document type to use.  
    Note:  
    The field values that you set in these tabs override the field values that you set in the corresponding tabs for the document configuration you associate this document type with.
12. Select Submit.
**Related concepts**   

* [Uploading supplier documents](https://servicenow-prod.fluidtopics.net/qDQYuybUVmCQKS9HEqDMxg "After you create and run a supplier document configuration, you can upload the required prerequisite documents.")  
**Related tasks**   

* [Manually run a supplier document configuration](https://servicenow-prod.fluidtopics.net/qlR1txVK8hGXgI0VeeCMqg "Run a supplier document configuration to enable supplier managers, supplier owners, and supplier contacts to immediately upload the required documents.")

*[\>]: and then