--- sourceDocument: Zurich Finance and Supply Chain sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/source-to-pay-operations Release : - zurich ft:locale : - en-US ft:publication_title : - Zurich Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Manage documents # Manage documents from the Supplier Collaboration Portal {#ariaid-title1} * Release version: Zurich * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Manage documents by uploading, updating and downloading the required documents from the Supplier Collaboration Portal. ## Before you begin Ensure that you have created a supplier document configuration. For more information, see [Supplier Document Management](https://www.servicenow.com/docs/kl3lCB6rU9LySqmIQv7~yg "Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents."). Role required: sn_slm.contact or sn_slm.admin ## 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. 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](https://www.servicenow.com/docs/NBVIg6nWc7yGJ~dAMgSvSA "You can upload, update, and download documents and document templates from the document widget on the 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](https://www.servicenow.com/docs/TmqlnS1pxUYHH8iutpuvIQ "Complete the document upload tasks assigned to you from the My tasks page on the Supplier Collaboration Portal."). | | 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](https://www.servicenow.com/docs/B3nSnYfi2qpRoDnP8rzrCw "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."). | |-|-| {#upload-doc-portal__choicetable_rwy_dym_l3c} * **[Manage documents from Documents tab](https://www.servicenow.com/docs/B3nSnYfi2qpRoDnP8rzrCw)** 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. * **[Upload document from My Tasks page](https://www.servicenow.com/docs/TmqlnS1pxUYHH8iutpuvIQ)** Complete the document upload tasks assigned to you from the My tasks page on the Supplier Collaboration Portal. * **[Manage documents from My Company page](https://www.servicenow.com/docs/NBVIg6nWc7yGJ~dAMgSvSA)** You can upload, update, and download documents and document templates from the document widget on the My Company page. **Related concepts** * [Supplier contact self-registration](https://www.servicenow.com/docs/F9TAQqKbuka0BjnSit6fTA "Supplier contacts can self-register to the Supplier Collaboration Portal and start working on the assigned tasks.") * [Managing supplier contacts from the Supplier Collaboration Portal](https://www.servicenow.com/docs/qID4mkF1r9hX6Yb3k9bwSg "Manage and remove contacts, update the contact's email address, elevate access or remove elevated access to contacts from the portal.") * [Raising requests from the Supplier Collaboration Portal](https://www.servicenow.com/docs/00LwJij5B3_RJo1qA6B9IQ "You can raise requests using the supplier catalog by selecting Raise a request in the Supplier Collaboration Portal header.") * [Viewing supplier contact tasks from the Supplier Collaboration Portal](https://www.servicenow.com/docs/aumDbFfmaFfmU1mnnJPxOg "View the tasks that are assigned to you and other supplier contacts.") * [Raising requests from the Supplier Collaboration Portal](https://www.servicenow.com/docs/00LwJij5B3_RJo1qA6B9IQ "You can raise requests using the supplier catalog by selecting Raise a request in the Supplier Collaboration Portal header.") **Related tasks** * [Invite a member to access the Supplier Collaboration Portal](https://www.servicenow.com/docs/xNNx2BMy63Io_3Xdct1N2g "Invite supplier contacts to access the Supplier Collaboration Portal so that they can raise requests and start working on their assigned tasks.") * [View or update your user profile from the Supplier Collaboration Portal](https://www.servicenow.com/docs/3wT37O_CPV_KMt0gXPh~4w "Update your personal profile in the Supplier Collaboration Portal.") * [View all your requests from the Supplier Collaboration Portal](https://www.servicenow.com/docs/_95N5D8dApOH1EVRN6Uk6Q "View all the requests that you've raised, to whom they are assigned, and their status.") * [View supplier locations from the Supplier Collaboration Portal](https://www.servicenow.com/docs/QNu1bR6qVDS_59fUbeu8gA "As a supplier contact, view the locations of a supplier in the Supplier Collaboration Portal.") * [View supplier payment information from the Supplier Collaboration Portal](https://www.servicenow.com/docs/31_eQxvtiXtbf2i2kLhSCA "As a supplier contact, view the payment information of a supplier in the Supplier Collaboration Portal.") * [Start a chat session from the Supplier Collaboration Portal](https://www.servicenow.com/docs/EiUsSoLMNG1CT6u_vcxD0g "As a supplier contact, you can start a chat session from the Supplier Collaboration Portal and interact with supplier fulfillers.") * [Complete a risk assessment from the Supplier Collaboration Portal](https://www.servicenow.com/docs/eN9GLVzoT3aAhfTx06vZBQ "As a supplier contact, you can view and complete your assigned risk assessments to help the supplier manager in evaluating a supplier before onboarding them.") * [Create a Universal Request from the Supplier Collaboration Portal](https://www.servicenow.com/docs/WXPKt0pmcNjqMH58aTdbTg "Create a Universal Request to raise issues that do not fit into predefined case types or involve multiple departments.") * [View all your requests from the Supplier Collaboration Portal](https://www.servicenow.com/docs/_95N5D8dApOH1EVRN6Uk6Q "View all the requests that you've raised, to whom they are assigned, and their status.")