Manage documents from the Source-to-Pay Workspace
Manage documents by uploading, updating and downloading the required documents from the Source-to-Pay Workspace.
始める前に
Ensure that you have created a supplier document configuration. For more information, see Supplier Document Management.
Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin
このタスクについて
The Documents tab contains the Link Documents option, which enables you to quickly add an already uploaded document without creating a new one. Access to the Link Documents option is controlled by the user criteria you set on the Manage access tab when creating the supplier document configuration. For more information, see Create a supplier document configuration.
手順
-
Select the Documents tab and do one of the
following.
To Do this Upload a document - Select New.
- On the Create New Documents form, fill in the fields. For a description of the field values, see Create New Documents form.
- Select Submit.
Download a document - In the Name column, select the link to a document to open it.
- Select Download Document.
Remove a document - Select the check box next to the document name.
- Select Remove.
Upload a new version of a document - In the Name column, select the link to a document to open it.
- Do one of the following:
- Select Upload Version.
- Select the Versions tab and then select New.
- On the Create New Versions form, under Attachments, select Browse to upload the new version of the document.
- Select Save.
A new version of the document is created and displayed in the Versions tab.
- Select New.
タスクの結果
The required action is completed for the selected document.