Add New Documents in Supplier Management

Document records are based on your Document Requirements; however, you can use Supplier Management (SM) to manage all your regulatory documents. Follow the steps below to create a new document record and upload a new document.

Method 1

Step 1: Navigate to Supplier Management > Documents sub-tab.

Step 2: Click New.

Step 3: Input all appropriate information in all white (not grayed out) fields.

The options available in the 'Type' dropdown field come from selections made in Configuration. Navigate to Configuration > Types (under Documents) > Edit Record (or New) > 'Available in Tabs' and select which tabs you would like the document type to be available in. In this case, you would select 'Documents' at minimum. 

Click Save to apply the changes. 

Step 4: Click Browse to find the folder on your computer in which you want to save the document.

Step 5: Click Save. This will download a copy of the document to that folder on your computer.

Method 2

The Document Analysis Service helps you upload and categorize your documents in bulk instead of manually doing so one at a time. You can verify the document type, effective dates, document status, and even assign a workflow.

Step 1: Navigate to Supplier Management > Documents sub-tab, then select the documents you want to upload. Drag and drop your documents onto the DROP FILES HERE zone at the top of the Documents page.

Step 2: Verify the information in the Document Upload Analysis window.

Step 3: Assign an effective date for each document.

Step 4: Click Save.

Turn Bulk Upload Off

Simply go to any of the three Doc Auto-Assign locations mentioned above in this article and set the toggle in the Off position. Once turned off, you will only be able to manually add individual document types one at a time.