Add Supplier Documents

  • Updated

When you engage with a supplier, you'll no doubt have paperwork, documents and possibly licenses that will come with it. The best place to keep a record of these all is under Supplier Documents. You can upload files and then attach expiry dates to them to make sure you never miss an expiry and have all files in the one place. 


How to add Supplier Documents

  1. Under Project Data, go the Suppliers page

  2. Select the Supplier
  3. Go to the Documents tab
  4. Tap Add new supplier document
  5. Select the document. If you can't find the Document, you'll need to add it to Assignar.
  6. Complete required fields.
  7. Save


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