Upload and Share Documents

Community Owners may require documents to support onboarding, compliance, product management, or supplier qualification activities.

Documents can be uploaded to your account and shared with one or more Community Owners.

Examples may include certifications, audit reports, insurance documents, product documentation, or other supporting records.

Tip

Required document types vary by Community Owner.

Upload a Document

  1. Navigate to Documents > My Documents.
  2. Select Add Document.
  3. Select the document file.
  4. Complete any required document information fields.
  5. Save & Share the document.
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The document is now stored within your account and shared with the Community Owner. 

Replace an Expiring Document

If a document expires or requires renewal:

  1. Open the existing document record.
  2. Upload the updated document version.
  3. Save & Share your changes.
  4. Confirm the document is shared with any required Community Owners.

Updated documents help prevent compliance gaps and incomplete requirements.

Best Practices

  • Monitor document expiration dates.
  • Upload updated versions before documents expire.
  • Share documents only with the appropriate Community Owners.
  • Ensure uploaded files are accurate and legible.

Related Resources

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