Upload and Send Documents
No security permissions are necessary.
Configure document types.
You can upload documents to your tenant. Documents you add to a tenant are visible to all users within the tenant.
You can send documents in your tenant to vendors. You can’t unsend a document once you have sent it to a vendor.
- From the header, select .
- Click+ Upload.
- ClickSelect Document Type.Use the dropdown menu to choose the type that best fits the document you're uploading.
- Click in the main box to browse and select the document.
- (Optional) Send documents to vendors.
- Select the relevant documents using the left hand check box.
- From the popup, select theSendarrow.
- In the new window, select the relevant vendors.
- ClickShareto send the document to the vendor's tenants.
Users in the tenant can view the documents you’ve uploaded.
The vendor can view the document in their
Documents
page. You can manage documents from the
Options
menu (hover over the three dots on the right hand side):
- Download
- Send. Enables you to send the document to vendors.
- Rename
- Archive. Doesn’t archive the document for vendors.
- Delete file