Community Owners have the ability to upload documents on the supplier's behalf. This is a great way to speed up the onboarding process for existing suppliers that may have already shared some audits, insurance docs, product specifications, etc.. Once documents are uploaded, the supplier can view and manage edits to the documents and even receive expiration notifications if relevant (0, 30, 60, and 90 days prior to expiration date).
Important
Documents uploaded from the Documents page are created as new document records. If you are trying to replace an expired document or complete a requirement, use the supplier's To-Do List instead.
Adding Documents on Supplier's Behalf
1. Select "Suppliers" from the left navigation menu, then click on the supplier name you wish you add a document for. There are two ways to add a document on behalf of a supplier.
Option 1
On the Supplier Detail page, documents can be added through document to-dos. You can easily see what is currently on the to-do list for the supplier. You can filter the different to-do’s based on type to only show you document requirements.
To add a document via a to-do, click on the Attach Document button within the to-do.
NOTE: There are limitations to what you can update. Expiring documents cannot be updated by the Community Owner, the supplier will need to update those documents.
Option 2:
From the Supplier Detail page, click on the Documents tab in the gray bar at the top of the page. Click Add Document.
With either option, you can upload a document and manually complete the required fields noted by red asterisks or you can upload your document and have Dash scan and process your file by automatically filling in the required fields using AI.
If you are using Dash, you will see a processing screen.
And then Dash will identify which required fields it could match and what needs to be filled in manually.
If using the manual entry option, you will upload the document and provide a name. At a minimum, complete the required fields noted by red asterisks and click Save & Share. A document added on behalf of a supplier will follow the document’s assigned approval flow. To learn more about approval flows, see the Configuring Document Flows article.
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