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).
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 and choose the appropriate Document Type.
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.