Manage documents from the Supplier Collaboration Portal

Manage documents by uploading, updating and downloading the required documents from the Supplier Collaboration Portal.

Avant de commencer

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

Procédure

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. 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.

Concepts associés

• 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
• Raising requests from the Supplier Collaboration Portal

Tâches associées

• Invite a member to access 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
• View all your requests from the Supplier Collaboration Portal