Step 1. Navigate to Supplier Approval > Supplier Document Manager

Step 2. Navigate to New Document and select Form TemplateStep 3. In a new dialog box, check if there is an existing template of which you could build the new document.

Step 3.1. Site = Select relevant site from the dropdown list (See 1)

Step 3.2. Select Template = Select the right template from the dropdown list (See 2)


If there is no suitable template, skip 3.3 & 3.4 and click Cancel. Then, refer to Create a Template

Step 3.3. Document Name = Name the document (See 3)

Step 3.4. Document Category = Select whether it is Technical or Commercial by nature (See 4)

Then click Save or Save & Build Document.