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.
Before uploading a document:
- Confirm you have access to the Documents area.
- Verify that the document is current and complete.
- Review any requirements provided by the Community Owner.
Tip
Required document types vary by Community Owner.
Upload a Document
- Navigate to Documents > My Documents.
- Select Add Document.
- Select the document file.
- Complete any required document information.
- Save the document.
The document is now stored within your account.
Share a Document
To share a document:
- Open the document record.
- Select Share.
- Select the appropriate Community Owner.
- Confirm the sharing request.
The document becomes available to the selected Community Owner for review.
Replace an Expiring Document
If a document expires or requires renewal:
- Open the existing document record.
- Upload the updated document version.
- Save your changes.
- 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.