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Use Supplier Documents when you need to request a large number of documents from other organizations or from users within your own organization.
Frequently Asked Questions
Packages are like mini projects. They capture and group all of the records for that ‘mini project’. Those records might, and typically do, relate to many ‘mini projects’.
Supplier Documents only tracks documents. They track which ones are required and by when. The documents collected in Supplier Document can then be used in the mini projects.
Ask your Org Admin to modify your user role. They'll need to follow the instructions here – Allow users in your organization to create and manage Supplier Documents requests.
If you need to request and manage documents from suppliers using Supplier Documents, you’ll need to be given Supplier Documents Administration permissions.
Your Org Admin can do this. They will follow the instructions here: Manage Tenders, Workflows and Supplier Documents.
If you've been asked to provide documents via Supplier Documents read through this article here - Submit documents for review via Supplier Documents.
The Supplier Documents register only lists documents that are in a Supplier Documents process. Think of this register as a way of filtering information, rather than a separate document register.
Only documents that are submitted via a Supplier Documents package will appear in the Supplier Documents register. Find out more about using Supplier Documents.
You can edit some sections of an active package.
You can add or edit the:
- documents you've requested
- the transmittal template
- the time for turnaround
- the people at the supplying organization who will receive your request
- the people at your organization who will receive correspondence.
Once you activate a package you can’t edit:
- the package number
- the description
- the Supplied by field.
Follow the instructions here - Edit an active Supplier Documents package
No. Once a package has been activated it cannot be deactivated. However, you can edit certain fields in the package.
Find out how - Edit an active Supplier Documents package.
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