The Documents tab allows you to manage files related to a specific supplier. Here you can upload, organize, and share documents with the supplier.

Menu options under supplier AlliedSource Ltd. Documents view selected.

Upload documents

Click the upload icon or drag and drop to add new documents to the supplier. Uploaded files will appear in the document list.

Create folders

Click the folder icon to create folders and organize documents.

Share documents with the supplier

Documents can be shared directly with the supplier. In the Shared with supplier column, you can see whether a file is shared or not.

Manage documents

Click the three-dot menu next to a document to:

• Share the document with the supplier
• Move the document to another folder
• Rename the document
• Delete the document

Document overview

The document list shows:

• Filename
• Sharing status
• Who uploaded the file
• Upload date
• File size