Overview of Documents

The Documents section is the central place where you manage documents related to your organisation and your suppliers.

It allows you to store, review, and share documents in one location, helping you keep supplier documentation organised and accessible.

Document pages

The Documents section includes three main pages.

Own documents

The Own documents page contains documents related to your own organisation.

Typical uses include:

• Uploading company certificates or policies

• Storing templates used for requirement rules

• Maintaining documents that you want to reuse or share

From this page, you can also share documents directly via email.

Supplier documents

The Supplier documents page shows documents related to suppliers in your supply chain.

Here you can:

• View documents received from suppliers

• Review document information such as type and expiry date

• Maintain an overview of supplier documentation

Documents are usually added through document requests but can also be uploaded manually when needed.

Shared documents

The Shared documents page provides an overview of documents that you have shared via email.

This helps you track which documents were sent, to whom, and when.

Using the Documents section

The Documents section helps you:

• Store documents for your organisation and suppliers

• Review supplier documentation

• Share documents when needed

• Maintain an organised document library

Using this section consistently helps keep documentation accessible and structured across your supply chain.