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High Compliance Environment Help Center

Create a new Supplier Documents package

The first step when requesting documents from one of your suppliers, is to create a supplier document package.

Use this package to specify:

  • the name of your supplier
  • the people in your organization who will receive a copy of the supplier’s documentation
  • the time the supplier can take to respond to your request
  • the time you will take to approve or reject their documents.

Tip!

When you are setting up a document package don’t navigate away from what you’re doing without saving your work, otherwise it will be lost.

Creating the new package

  1. Choose your project from the project selector.
  1. Click Supplier Documents.
  2. Click Package.

Tip!

If you do not have the Package option ask your Org Admin to grant you access to the Supplier Documents Administration Role. They can do this using these instructions: Give users in your organization permission to create and manage Supplier Documents requests

 

  1. In the Number field give your new package a unique number using your organization’s numbering convention.
  2. In the Description field type a description of the documents you’re requesting.
  1. In the Supplied by field search for the name of your supplier's organization.
     


 

  1. In the Send to field enter the names of the people who will be providing documents.

Editing the transmittal template

When you send your request to the supplier, you (and anyone else in your organization managing this request) will use the same transmittal template. This makes it easier to ensure the right information is being sent to the right people.

  1. Click the View/Edit link.
  1. Make any changes that you'd like to in the template, then select OK.

 

How long does the supplier have to complete your request?

In the Turnaround field type in how many days the supplier will have to respond to your request. If you reject any documents the supplier transmits to you, then they will have the same time again to respond.

Who do you want the supplier to send their documents to?

By default your name will be listed as one of the recipients. You can add any of your colleagues who should also receive the supplier's transmittal.

Editing the transmittal template the supplier will use

  1. Click View/Edit.
  2. Make any changes that you'd like to on the template.
  3. When you're finished, click the OK button.

How long will you take to review the supplier's documents?

In the Turnaround field enter the number of days you will take to review the documents.

Saving the package

If the package is:

  • Complete, then click the Activate Package button. Next, we'll show you how to request documents from your supplier.
  • Needs further amendments, then click the Save to Draft button. When you are ready follow the Activate a Supplier Documents package guide.