Initial Setup of Supplier Document Manager
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      1. Knowledge Base
      2. Document Request Manager
      3. Initial Setup of Supplier Document Manager

      1.1 Initial Set Up

      Step 1: Select Document Request Manager from the Supplier Approval tab

      Should you not have the correct access to this module, access can be requested by click on Request Access as per below.  This will send an email to your company admin to action. 

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      Step 2: Summary of each of the tabs within Document Request Manager

      Note: some of the tabs below may not be visible due to subscription

      /admin rights.

       

      1. Company Documents 

      • This is where each of your internal company documents should be uploaded.
      Once the documents have been uploaded, these can be shared with your customers

      2. Sent Document Requests  

      • This is a summary of all of the documents which has been requested
      3. Document Summary

      • This is an overall summary of each of the documents which has been requested, received etc with compliancy info as well as the ability to filter using various different search options

      4. Received Document Requests  

      • When a customer requests a new document to be uploaded it will appear here

       

      5. Activity Overview  


      • This is a summary of all the activities which have been carryout within this tool

       

      6. Admin 

      • This is the administration section for this tool