Add Supplier Documents

  • Updated

Keep every supplier's paperwork, licences and certificates in one place, and attach expiry dates so a renewal never slips past you.

Before you start

The document type must already exist in Assignar before you can attach it to a supplier. If it is not set up yet, add the document first.

How to add supplier documents

  1. Go to Project Data > Suppliers, then click the supplier to open its side panel.
  2. Click View Documents.
  3. On the Supplier Documents page, click + Add new Supplier Document in the top right.
  4. Enter a Label. This field is required and is the name the document appears under in the list.
  5. Select the Document from the dropdown. Only document types you have already created in Assignar appear here.
  6. Complete any remaining fields, such as an expiry date, if the document type requires them.
  7. Add a comment if you need to (optional, up to 500 characters).
  8. Click Save.

 

Things to know

  • The Document dropdown only lists document types that already exist in Assignar. If the one you need is missing, create it under Resources > Documents first.
  • Whether an expiry date is required depends on the document type: No Expiry, Date Expiry, Number Expiry, or Date and Number Expiry.
  • The Label is what shows in the Supplier Documents list and search, so give each entry a clear, recognisable name.
  • Use the filters on the Supplier Documents page (Active, Disabled, Expiring, Expired) and Export to CSV to stay on top of renewals.

 

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