---
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


---

# Supplier Document Management

# Supplier Document Management {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Supplier Lifecycle Operations uses the ServiceNow®
Document Management functionality to enable supplier managers, supplier owners,
supplier administrators, and supplier contacts to manage supplier documents.

Supplier Lifecycle Operations extends the Document Management plugin (com.snc.platform_document_management), which is installed along with the Supplier Lifecycle Operations application. For more information, see [Document Management](https://www.servicenow.com/docs/access?context=doc-management-landing&version=yokohama&pubname=yokohama-servicenow-platform&ft:locale=en-US).

You can create a supplier document configuration to configure various aspects of the document
upload process. The document configuration determines when this configuration is run, who can
view, update, and upload a document, and whether to send notifications when a document is
uploaded or has expired. You can set run conditions to determine when the configuration should
be run or you can run the configuration manually.
* **[Create a supplier document configuration](https://servicenow-prod.fluidtopics.net/pHLFXFppX4LZefsiVzCc7w)**   
  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.
* **[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.
* **[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 concepts**   

* [Advanced Work Assignment for Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/3kwt~Dab4BSu7wkxDDqr9Q "Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.")
* [Configure Supplier Relationship and Performance Management](https://servicenow-prod.fluidtopics.net/fTvZR7e~QRFCwXWTy3tYyQ "Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.")
* [Configure smart assessments](https://servicenow-prod.fluidtopics.net/z1EmvsnvpGL15uiDEYlLsA "Supplier managers can configure and create assessments in bulk for internal and external users by adding instructions, questions, and reference information from the Assessment Workspace.")  
**Related tasks**   

* [Install Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/QgdfCXgX_caqCqTf_4ktRg "You can install the Supplier Lifecycle Operations application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.")
* [Install Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/0pQo0lnAbRcQWIP8t28GvA "You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.")
* [Install Supplier Operations](https://servicenow-prod.fluidtopics.net/n25shC7hQ7aFV0t_dy1yRg "You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.")
* [Install Supplier Payment Optimization](https://servicenow-prod.fluidtopics.net/t9a0CqmraIQcZWxsMGW8Hw "You can install the Supplier Payment Optimization application to identify, prioritize, and track high potential suppliers and estimate potential savings from credit card payments.")
* [Configure the document template for the Sign document action type for supplier task](https://servicenow-prod.fluidtopics.net/xWhsGnO2n28Z7WpdoHWVJQ "Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.")
* [Enable M2M mapping between supplier contact and suppliers](https://servicenow-prod.fluidtopics.net/VHOg_FRSNSwLRZ_HnDBcCg "Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.")
* [Install Universal Request for SLO](https://servicenow-prod.fluidtopics.net/Mj04pBWb2g3EIxkBPCpwcw "Install the Universal Request for Source-to-Pay Operations [sn_fsc_ur_common] plugin to use the Universal Request feature in SLO.")