Tool Documentation 2

• One Pager
• Overview

1. Initial Setup Of Supplier Document Manager 10

• 1.1 Setting Visible Columns
• 1.2 Internal Approval
• 1.2.1 Version Incrementing
• 1.2.2 Approval Required
• 1.2.3 Approval Required Email Alerts

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2. Creating A Supplier Document Template 6

• 2.1 Creating The Document Template
• 2.2 Edit Template Content
• 2.3 Edit Template Settings
• 2.4 Delist A Template
• 2.5 Activate Selected

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3. Building The Document 9

• 3.1 Building The Document
• 3.2 View Document
• 3.3 View Document Details
• 3.4 Edit Details
• 3.5 Edit Document

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4. Approving The Document Internally Before Sending Out 1

• 4.1 Approving The Document Internally Before Sending Out

5. Delete Documents 1

• 5.1 Delete Documents

6. View Selected 1

• 6.1 View Selected

7. Sharing A Document With Suppliers To Sign Off 1

• 7.1 Sharing A Document With Suppliers To Sign Off

8. Exceptions 4

• 8.1 Granting An Exception
• 8.2 Edit An Exception
• 8.3 Share Exception
• 8.4 View Shares

9. Sign Off Review 7

• 9.1 View Sign Off Review
• 9.2 View The Shared Documents With Individual Suppliers
• 9.3 Requires Review & Sign Off
• 9.3.1 Decline Requires Review Comments
• 9.3.2 Approve Requires Review Comments

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10. Supplier Side - Supplier Document Manager 8

• 1. Viewing A Customer Document
• 2. Sign Off The Document
• 2.1 Sign Off Approved
• 2.2 Sign Off Declined
• 3. Assign Responsibility

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