Manage documents from the Supplier Collaboration Portal
Manage documents by uploading, updating and downloading the required documents from the Supplier Collaboration Portal.
Before you begin
Ensure that you have created a supplier document configuration. For more information, see Supplier Document Management.
Role required: sn_slm.contact or sn_slm.admin
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.You can upload, and download documents using one of the following methods.
Action Description Upload or download a document from the My Company page Upload documents from the My Company page. For more information, see Manage documents from My Company page. Upload documents from the My Tasks page Upload documents from the My Tasks page to complete tasks assigned by the supplier relationship manager. For more information, see Upload document from My Tasks page. Upload, download, manage permissions, from the Documents tab This tab lets you manage documents without needing a supplier manager to initiate the process first.For more information, see Manage documents from Documents tab. 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.- 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. - Upload document from My Tasks page
Complete the document upload tasks assigned to you from the My tasks page on the Supplier Collaboration Portal.
Parent Topic:Using Supplier Collaboration Portal
Related topics
Invite a member to access the Supplier Collaboration Portal
Supplier contact self-registration
Managing supplier contacts from the Supplier Collaboration Portal
Raising requests from the Supplier Collaboration Portal
Viewing supplier contact tasks from the Supplier Collaboration Portal
View or update your user profile from the Supplier Collaboration Portal
View all your requests from the Supplier Collaboration Portal
View supplier locations from the Supplier Collaboration Portal
View supplier payment information from the Supplier Collaboration Portal
Start a chat session from the Supplier Collaboration Portal
Complete a risk assessment from the Supplier Collaboration Portal
Create a Universal Request from the Supplier Collaboration Portal
Raising requests from the Supplier Collaboration Portal
View all your requests from the Supplier Collaboration Portal