Supplier Documents
Centralized documentation keeps supplier information accessible. Store contracts, specifications, and correspondence to maintain organized supplier relationships.
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Centralized documentation keeps supplier information accessible. Store contracts, specifications, and correspondence to maintain organized supplier relationships.
The Documents tab allows you to upload and manage all files related to this supplier.
Switch between two views above the table:
All Documents - View all uploaded files
Favourited - View only files you've marked as favorites
Each document displays:
File Name
Name of the uploaded document
File Type
Document format (CSV, PDF, etc.)
File Size
Size of the file
Uploaded On
Date the file was uploaded
Filter by File Type: Use the dropdown on the left side above the table to filter by file type (CSV, PDF, etc.).
Search: Use the search bar on the right side to find specific documents.
Click the Upload button
Your computer's file browser will open
Select the file to upload
The file details will automatically populate in the table
Favourite a Document: Click the heart icon on the far left of any row to mark it as a favorite. Favourited documents can be viewed in the Favourited tab.
Download or Delete: Click the three-dot menu on the far right of any row to:
Download - Save the file to your computer
Delete - Remove the file from the list
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