Supplier Documents

Centralized documentation keeps supplier information accessible. Store contracts, specifications, and correspondence to maintain organized supplier relationships.

Overview

The Documents tab allows you to upload and manage all files related to this supplier.

Document Views

Switch between two views above the table:

• All Documents - View all uploaded files

• Favourited - View only files you've marked as favorites

Documents Table

Each document displays:

Column	Description
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 and Search

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.

Upload a Document

1. Click the Upload button

2. Your computer's file browser will open

3. Select the file to upload

4. The file details will automatically populate in the table

Manage Documents

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