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
Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix.
For example,
https://example.com/supplier.In the portal header, select My Company.
Select the supplier from the list of suppliers, if applicable.
Go to the Documents widget.
You can now upload, download, maintain versions, and manage permissions for documents as follows.
Documents widget on the My Company page
| To do | Do this |
|---|---|
| Upload a document | To upload a document:
|
| Download the document template | The 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:
|
| Download a document | To download a document:
|
Parent Topic:Manage documents from the Supplier Collaboration Portal