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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Manage documents from Documents tab

The Documents tab lets supplier contacts upload and manage documents without needing a supplier manager to initiate the process first. Supplier contacts can also manage document permissions from the Documents tab.

Before you begin

Role required: sn_slm.contact

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. In the portal header, select the Documents tab.

  3. Upload, download, maintain versions, or manage permissions for documents as follows.

ActionDescription
Create a new document

Use this option to upload documents without needing a supplier manager to initiate the process first.

  1. Select Create Document.
  2. Fill in the document details, such as the owner, document classification, and document type.
  3. Upload your document in the Attachments section.
  4. Select Save.
Upload a new versionUse this option when you want to upload a new version of an existing document:1. Select a document from the list. 2. Go to the Version history tab. 3. Select Add version. 4. Upload the new version. 5. Select Submit.
Manage document permissions

Use this option to manage read and write permissions for a document.

  1. Select the document.
  2. Go to the Permissions tab.
  3. Provide read or write access to supplier contacts, as required.

Note: The document owner and primary supplier contact are automatically granted read and write access. Secondary contacts are granted read access by default.

Download a document

Download the latest or specific version of a document.

  1. Select a document.
  2. To download the latest version, select Download latest attachment.
  3. To download a previous version, go to the Version history tab.
    1. Select the document version from the version history.
    2. Select the download icon.
Image omitted: documents-tab-supp-collab.png
Document details page.

Parent Topic:Manage documents from the Supplier Collaboration Portal

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