Understanding Documents

The Documents section allows you to upload, manage, and share documents related to your organisation and suppliers.

It provides a structured way to store documentation and keep track of supplier documents across your supply chain.

Uploading documents

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

Supported upload methods include:

• Uploading documents individually

• Uploading multiple documents using bulk upload

Bulk upload is useful when adding larger document sets at once.

Sharing documents via email

Documents stored under Own documents can be shared directly via email.

To share a document:

1. Select one or more documents

2. Choose Share via email

3. Enter the recipient details

4. Confirm the action

Shared documents are automatically recorded in the Shared documents page so you can track what has been sent.

Manual document requests

From the Supplier documents page, you can create manual document requests.

This allows you to request documents from suppliers outside of automated workflows.

Manual requests are useful for:

• One-time document requests

• Exceptional document updates

• Documents not covered by requirement rules

Best practices for document management

To keep your document library organised:

• Store documents about your organisation in Own documents

• Keep supplier-related documents in Supplier documents

• Use bulk upload when adding many files

• Share documents through the platform to maintain a clear record

Maintaining a structured document library helps ensure documents remain accessible and up to date.