You'll learn how to upload documents to a supplier's profile on an internal Supplier List. The uploaded documents can be viewed by Buyers and the Supplier in their account.
Prerequisites
You must have the Super Admin or Panel Administrator role.
The supplier must be registered on an internal Supplier List.
Steps
Navigate to Admin Tools.
Select Enterprise Supplier Lists.
Click the number in the Suppliers column next to the list the supplier is on.
Find the supplier in the list, click the blue arrow on the right side of the row, and select Attach Documents.
Click the grey Click to select up to 50 files to upload button to upload the document(s).
Once uploaded, set the document visibility by ticking the boxes for Supplier and/or Buyers.
Optionally, tick the box to include the document in a request download package when the supplier is invited to a request.
Results / Validation
The uploaded document will appear in the Attachments section of the supplier's profile.
What's Next / Related
Limits & Notes
If you leave both the Supplier and Buyers boxes un-ticked, only Panel Administrators will be able to see the document.
You cannot use this method to upload a supplier's required compliance/qualification documentation and have it apply to their requirement on the list. Compliance documents must be uploaded by the supplier in their own account.
You can upload up to 50 files at a time.