Manage documents from My Company page

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

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

    始める前に

    Role required: sn_slm.contact

    このタスクについて

    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.

    手順

    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.Documents widget on the My Company page
      To do Do 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 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:

      1. Select the document.
      2. Select the three vertical dots icon (Three vertical dots icon.) on the selected document tile and then select Update.
      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 (Three vertical dots icon.) on the selected document tile.
      3. Select Download.