Vendor Reference Documents

Add, download, view, update, or delete reference documents on the Reference Documents tab. Documents you attach are available to all vendors. You can upload files such as manuals, instructions, and guides to provide detailed information for your vendors.

To display this tab, click:

• Service Providers > Reference Documents.

• Manufacturers > Reference Documents.

• Suppliers > Reference Documents.

Add document

Upload files directly from your device. You can attach files in extensions such as .dgn, .docx, .dwf, .dwg, .ivr, .xls, and others.

1. On the Reference Documents page, click New.

2. Click Choose file.

3. Select a document from your device and click Open.

4. Add a document description in Subject/Description.

5. Click Update.

Download document

Click the green arrow inside the File Name column. The document downloads to your browser’s downloads folder.

View document

Click the red arrow in the File Name column to open the file in a new window.

For unsupported formats, such as .xls, the file downloads instead of displaying.

Update document

Replace outdated attachments to ensure that the vendors have access to the most current information.

1. Click inside the File Name column of the document you want to update.

2. In the Upload vendor document window, click Choose file to select a new document and replace the existing one.

3. Optionally, edit the Subject/Description.

4. Click Update.

Delete document

Remove a document if it's no longer relevant or if you uploaded it by mistake.

1. Click - next to the document name.

2. In the Confirm window, click Continue.