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Knowledge Base

Document Request Manager

Document Request Manager

Tool Documentation

Document Request Manager - Full Guide

Initial Setup of Supplier Document Manager

1.1 Initial Set Up

1.2 Setting Visible Columns

Company Documents

2. Company Documents

2.1 Uploading A Company Document

2.2 Updating An Expired Company Document

2.3 Editing A Company Document

2.4 Deleting A Company Document

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Document Request

3.1 Requesting A New Document

3.2. Responding to a Document Request

3.2.1. New Document Request

3.2.2. Sharing A Document

Sent Document Request

4. Sent Document Request

Linking Documents to a Product

5.1. Linking a Product to a Document – Supplier View

5.2. Supplier End – Responding to a Request

5.3. Document Summary - Product View

5.4. Company Document – Add a New Document

5.5. Linked Product Additions / Amends to an Already Uploaded Document

5.6. Supplier Confirmation to a Linked Document Modification

5.7. User Finalisation to Linked Product Amends

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Document Watchlist

6.1. - Creating A Dashboard

6.2. - Adding Widgets

6.3. - Document Watchlist Setup

Amending/Deleting A Widget

6.5. - Dashboard General Functionality

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