Manage documents from Documents tab

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.

    Before you begin

    Role required: sn_slm.contact

    Procedure

    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 the Documents tab.
    3. Upload, download, maintain versions, or manage permissions for documents as follows.
      ActionDescription
      Create a new document

      Use this option to upload documents without needing a supplier manager to initiate the process first.

      1. Select Create Document.
      2. Fill in the document details, such as the owner, document classification, and document type.
      3. Upload your document in the Attachments section.
      4. Select Save.
      Upload a new version Use this option when you want to upload a new version of an existing document:
      1. Select a document from the list.
      2. Go to the Version history tab.
      3. Select Add version.
      4. Upload the new version.
      5. Select Submit.
      Manage document permissions

      Use this option to manage read and write permissions for a document.

      1. Select the document.
      2. Go to the Permissions tab.
      3. Provide read or write access to supplier contacts, as required.
        Note:
        The document owner and primary supplier contact are automatically granted read and write access. Secondary contacts are granted read access by default.
      Download a document

      Download the latest or specific version of a document.

      1. Select a document.
      2. To download the latest version, select Download latest attachment.
      3. To download a previous version, go to the Version history tab.
        1. Select the document version from the version history.
        2. Select the download icon.
      Document details page.