Create a supplier documents package to group and identify a specific set of documents to be provided by the supplier.
When you create a supplier documents package, you'll need to activate it before you can add the documents to be provided by the supplier.
Templates make creating supplier documents transmittals faster and easier, but you are still able to edit a transmittal before sending it.
You can change who transmittals are sent to, transmittal template details and turnaround period for an active package.
Add documents or document placeholders from your document register to an active package to specify the documents to be provided by the supplier.
Easily add a large number of external documents or document placeholders to an active package to specify the documents to be provided by the supplier.
Send a transmittal to request selected documents in an active package from the supplier by the specified date.
Review the progress of an active supplier documents package, and the status of individual documents in the package.
Generate a report on your packages and supplier documents that contains the information you need to track progress and export in Excel format.
The submission history for a supplier document shows its lifecycle, so you can check the number of review cycles, cycle times and submission dates.
Open the list of requested documents for a package directly from your Submission Required task list.
When you have created or revised a requested document, use a transmittal to submit it to the requester for review. You can submit multiple documents.
