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Solution home
Supplier Document Manager
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
See all 10 articles
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
See all 6 articles
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
See all 9 articles
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
See all 7 articles
10. Viewing A Customer Document
1
10. Viewing A Customer Document
11. Sign Off The Document
3
11. Sign Off The Document
11.1 Sign Off Approved
11.2 Sign Off Declined
12. Assign Responsibility
1
12. Assign Responsibility
13. Delete/Reject Selected
1
13. Delete/Reject Selected
14. View Selected
1
14. View Selected
15. Receiving & Viewing An Exception
1
15. Receiving & Viewing An Exception