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Manage supplier details › Using Source-to-Pay Workspace › Use › Supplier Lifecycle Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Manage documents from the Source-to-Pay Workspace

Manage documents by uploading, updating and downloading the required documents from the Source-to-Pay Workspace.

Before you begin

Ensure that you have created a supplier document configuration. For more information, see Supplier Document Management.

Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin

About this task

The Documents tab contains the Link Documents option, which enables you to quickly add an already uploaded document without creating a new one. Access to the Link Documents option is controlled by the user criteria you set on the Manage access tab when creating the supplier document configuration. For more information, see Create a supplier document configuration.

Procedure

  1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.

  2. Under My suppliers, select the legal name of the supplier.

    The supplier details page is displayed.

  3. Select the Documents tab and do one of the following.

ToDo this
Upload a document
  1. Select New.
    Image omitted: upload-new-doc.png
    Upload a document</li>
  2. On the Create New Documents form, fill in the fields. For a description of the field values, see Create New Documents form.
  3. Select Submit.
Download a document
  1. In the Name column, select the link to a document to open it.
  2. Select Download Document.
    Image omitted: download-doc.png
    Download a document</li>
Remove a document
  1. Select the check box next to the document name.
  2. Select Remove.
    Image omitted: remove-doc.png
    Remove a document</li>
Upload a new version of a document
  1. In the Name column, select the link to a document to open it.
  2. Do one of the following:
  3. Select Upload Version.
  4. Select the Versions tab and then select New.
    Image omitted: upload-doc-version.png
    Upload new version of a document</li>
  5. On the Create New Versions form, under Attachments, select Browse to upload the new version of the document.
  6. Select Save.

A new version of the document is created and displayed in the Versions tab.

Result

The required action is completed for the selected document.

Parent Topic:Manage supplier details

Related topics

Using Source-to-Pay Workspace