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.
Before you begin
Role required: sn_slm.contact
Procedure
Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a
/suppliersuffix.For example,
https://example.com/supplier.In the portal header, select the Documents tab.
Upload, download, maintain versions, or manage permissions for documents as follows.
| Action | Description |
|---|---|
| Create a new document | Use this option to upload documents without needing a supplier manager to initiate the process first.
|
| 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.
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.
|
Document details page.
Parent Topic:Manage documents from the Supplier Collaboration Portal
Related topics
Configure document expiration monitoring attributes