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

Manage documents from My Company page

You can upload, update, and download documents and document templates from the document widget on the My Company page.

Before you begin

Role required: sn_slm.contact

About this task

Access to the Documents widget on the My Company page is controlled by the user criteria admins set on the Manage access tab when creating the supplier document configuration. For more information, see Create a supplier document configuration.

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 My Company.

  3. Select the supplier from the list of suppliers, if applicable.

  4. Go to the Documents widget.

    You can now upload, download, maintain versions, and manage permissions for documents as follows.

Image omitted: doc-widget-my-company.png
Documents widget on the My Company page
To doDo this
Upload a document

To upload a document:

  1. Select the document that you want to upload.
  2. Select Upload.
  3. Upload your document in the Attachments section.
  4. Click Submit
Download the document templateThe document template specifies the expected format of the document that you must upload. To download the document template:1. Select the document. 2. Select Get template.
Update an already uploaded document

To update an existing document:

  1. Select the document.
  2. Select the three vertical dots icon (
    Image omitted: upload-doc.png
    Three vertical dots icon.) on the selected document tile and then select <strong>Update</strong>.</li>
  3. Upload the updated document in the Attachments section.
Download a document

To download a document:

  1. Select the document.
  2. Select the three vertical dots icon (
    Image omitted: upload-doc.png
    Three vertical dots icon.) on the selected document tile.</li>
  3. Select Download.

Parent Topic:Manage documents from the Supplier Collaboration Portal