When a client asks you for a document on one of your orderlines, you don't need to go hunting for it. You can upload it right from the orderline itself.
Where to find it
Open the orderline from your Orderlines overview. If your client has requested one or more documents, you'll see an Upload requested document(s) section on the page. This works the same way whether the orderline is still Pending, in Verification, or already Completed, so you can add or update documents at any stage, not just when the request first comes in.
How to upload a document
Open the orderline with the request.
Go to the "Upload requested document(s)" section.
Select the document you want to upload, either one at a time or several at once.
Confirm the upload.
Your client will see the document appear on their side as soon as it's uploaded, and you'll be able to track its status (pending, uploaded, approved, or rejected) from your Compliance page. For more on that, see Managing your requested documents from the Compliance page.
When the client requested documents for Pending orderlines, but you do not have the right document yet, you can already add your supply chain partners and click on Confirm. When you do have the right document(s), you can open the supply chain again, click on Manage and upload the right document.
A couple of small things you might notice
The button you used to know as "Edit" on the orderline page is now called "Manage," to better reflect what it actually lets you do. You may also see a few label and column tweaks around your orderlines, such as clearer names for filters and an extra "last reminder sent" column, if your client has requested a document from you before.
Need more help? You can get in touch with us via chat or contact us via email at [email protected].