Adding a Documents module to a Request

  • Updated

The documents module is used to securely exchange documents between the buyer and supplier. To set up a Document module go to the page you wish to add it to:

  1. Select Add section and choose Documents from the dropdown menu
  2. Click the Pencil icon to change the name of the module to suit which documents you are exchanging
  3. Select Add documents or request information then the action you wish to take place.

Select documents

  1. From your hard drive select a document that you wish to send to the supplier
  2. Add an Identifier or description to the documents
  3. Select what the permissions for the document by clicking Type and choosing one of the following options from the dropdown menu
  4. Informational only -  A document that does not require any actions from the counterparty.
  5. To accept - A document that requires the counterparty to accept. No ability to deviate or post stand-alone comments.
  6. To accept or deviate - A document that requires the counterparty to accept or offer deviations.
  7. To complete/sign or deviate - A document that is required to be completed and/or signed by the counterparty. Deviations on the initial form/contract can be offered the counterparty.
  8. To complete/sign (Locked) - A document that is required to be completed and/or signed by the counterparty. Upon submission, the document will be locked until the unlocking condition is met. Deviations cannot be offered by the counterparty.
  9. To complete/sign - A document that is required to be completed and/or signed by the counterparty. No ability to deviate or post stand-alone comments.
  10. More documents can be requested by clicking Add documents or request information 

Request information

  1. To request documents from the supplier enter an Identifier or description for the documents you are requesting
  2. Select what the permissions for the document by clicking Type and choosing one of the following options from the dropdown menu
  3. Document request - A request for the counterparty to submit the specified document. The counterparty has the option to mark the document as unavailable
  4. Document request (closed) - A request for the counterparty to submit the specified document. No ability to deviate on the submitted document or post stand-alone comments.
  5. Document request (Locked) - A request for the counterparty to submit the specified document. Upon submission, the document will be locked until the unlocking condition is met. The counterparty has the option to mark the document as unavailable.
  6. More documents can be requested by clicking Add documents or request information