Once your document type is configured, you can upload documents to specific suppliers within projects.

Navigate to Projects and select the relevant project. Select the Supplier tab and click on the supplier you want to upload documents to.

Note: The Supplier tab only displays suppliers who have received resource requests through the project. If you don't see a supplier listed, check that a resource request has been sent to them for this project. 

Click Upload Document and select the relevant document type from the dropdown. Then, click Next.

Click Upload and choose your file and begin the upload (one document at a time). Click Next once upload is complete.

Fill in the document metadata:

• Document display name (required)
• Description (optional)
• Document reference (optional)
• Issue date (optional)
• Expiry date (optional) - this date is provided for your reference only. No system notifications will be generated.

Click Save.

The document now appears in the supplier's document list. To add more documents, click the + icon and repeat the process.

Note: If the Upload button is disabled, you need to create at least one document type first.

Updated 26 November 2025 03:43