Frequently Asked Questions

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.

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

Only documents that are submitted via a Supplier Documents package will appear in the Supplier Documents register. Find out more about using Supplier Documents.

Use Supplier Documents. If you're using Aconex read this article. If you're using Aconex Handover, read this article.

If you've been asked to provide documents via Supplier Documents read through this article here - Submit documents for review via Supplier Documents.

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.

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.

An active package is an open request to a supplier that has been made via Supplier Documents. Find out more.

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.

The Supplier Documents module is not available on all projects. Contact your Org Admin if you need access.