Upload a document from Shopping Hub Home

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Complete the task that your procurement specialist has assigned to you by uploading a document, directly from Shopping Hub Home. This action is listed as a task under My to-dos.

    Before you begin

    Role required: sn_shop.shopper

    Procedure

    1. Navigate to All > ShoppingHub > ShoppingHub Home.
    2. Select the user icon and select My to-dos.
    3. Select the Other to-dos tab.
    4. Select the task that you want to work with.
    5. View details of the task, such as the task number, due date, if any.
    6. Select Select to select one or more documents from your local drives, as required.
      Alternatively, you can drag and drop documents from your local drives to attach them.
    7. In the Upload a file dialog box, select Upload to attach the documents.
      Once attached, you have the option to download, remove, or rename the documents, if required.
    8. Select Mark as complete.