Why Lower Document Counts?
Whether you need to purge old documents, remove duplicates, or get rid of inactive supplier content, reducing your document count can drastically improve accessibility and speed in Supplier Management. This article will provide you with two options for lowering your overall document count.
Option #1 - Review & Adjust Your Document Requirements
The most proactive way to prevent your document counts from getting too high.
Step 1: Hover over the Configuration Icon and select 'Doc Requirements' from the drop-down.
Step 2: Click 'Export' to download a spreadsheet version of your current requirements.
Step 3: Review your current document requirements with your team to verify all documentation is needed.
Step 4: Review the Configuring Doc Requirements article as needed.
Option #2 - Delete Unneeded Documents
Deleting unneeded documents is the fastest way to lower your document count. Consider deleting documents in these states.
Archived Documents - Documents that are in an 'Archived' status are still included in your total document count. These documents are normally outdated versions of current documents you have on file. Refer to Saving Archived Documents in SM for information on how to delete, download, and save any documents you may be hesitant to completely get rid of.
Documents for Inactive Suppliers and/or Items - Deleting documents that are associated with inactive suppliers and/or items is another way of reducing your total document count. Check out How to Delete Inactive Supplier/Item Documents for more information.