Contents
- Upload Supplier documents
- Control Supplier Document Access with Permissions
- Exchanging Documents Between AP Users and Suppliers
AP users can upload and manage supplier-related documents directly within the supplier profile. Additionally, documents can be shared between AP users and suppliers through Centime.
Upload Supplier documents:
- Navigate to Supplier Profile → Documents → Add Document.
Control Supplier Document Access with Permissions
- Access to supplier documents can be managed through permissions. Manage Payables section→ Modify Supplier Related Documents to allow users to view, upload, and manage supplier documents.
- Only users with this permission will have access to supplier documents and receive related email notifications.
Exchanging Documents Between AP Users and Suppliers
AP users can share documents with suppliers by marking a document as “Shared.”
This triggers an email notification to the supplier’s primary contact, prompting them to log in to the supplier portal to view the document.
Suppliers can view shared documents in the supplier portal, Settings → Documents. From this tab, they can access documents and upload new ones, which will notify the AP user.
