Understanding Documents

The Documents section is your central file cabinet. It contains all documents related to your organisation and your suppliers, and allows you to upload, manage, and share files in one place.

This article explains the different document pages and how to use them effectively.

Document pages explained

Within the Documents section, you will find three main pages.

Own documents

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

Typical uses include:

• Uploading certificates and policies about your company
• Storing templates used for requirement rules
• Maintaining documents that you want to reuse or share

From this page, you can select one or more documents and share them directly via email from the platform.

Supplier documents

The Supplier documents page shows all documents related to your suppliers.

Here you can:

• View documents received from suppliers
• Review document data such as type and expiry date
• Maintain a complete overview of supplier documentation

Documents on this page are usually added through document requests, but you can also upload documents manually when needed.

Shared documents

The Shared documents page gives you an overview of all documents that you have previously shared via email using the Share via email option.

This helps you keep track of what has been sent, to whom, and when.

Uploading documents

You can upload documents on both the Own documents and Supplier documents pages.

Supported upload methods:

• Upload documents one at a time
• Upload multiple documents using bulk upload

This flexibility allows you to quickly add a small number of files or migrate larger document sets efficiently.

Sharing documents via email

When selecting documents on the Own documents page, you can share them directly via email from within the platform.

When sharing a document, you enter the required recipient details and confirm the action. Shared documents are then tracked automatically in the Shared documents page.

Manual document requests

From the Supplier documents page, you can also create manual document requests if you need to request documents outside of automated workflows.

This is useful for one-off requests or exceptional cases.

Best practices for document management

To keep your document library clear and organised:

• Store documents about your own organisation in Own documents
• Keep supplier-related files in Supplier documents
• Use bulk upload when adding many documents
• Share documents via the platform to keep a clear audit trail

Using the Documents section consistently helps reduce manual work and ensures all information stays accessible and up to date.