SourceDocs gives buyers and suppliers the ability to share documentation and picture files by attaching to companies, purchase orders, purchase order lines, and items. SourceDay users can use SourceDocs to upload drawings, bill of ladings, special instructions, and more. Once they are added, an email will be sent to the receipt. For example, if you have a design doc and product image that would be helpful to provide, you can attach these docs to the item part number and each time that item is added to a PO, your documents will be linked as well. Best of all, these attachments can be accessed and organized from your SourceDocs library.
Suppliers will have access to SourceDocs no matter how they access the SourceDay. The emails that go out to all suppliers will contain a link to the PO. This link opens our Interactive PO. There the supplier will have access to any document loaded within SourceDocs and linked to the PO.
Let’s Take a Look
There are a couple of places you will see SourceDocs throughout SourceDay.
From your Account Details
You can see all of your SourceDocs by clicking on the little arrow next to your name in the top right-hand corner and choosing "SourceDocsTM"
From here you will see a listing of all documents that are being used in the application
From the PO Dashboard
Within the PO table (accessible by clicking "Purchase Orders" at the top of the page) anwhere you see a paper clip will take you to the linked document. When you click on the paper clip it will open a new window with your attachments.
Incoming Docs
Attachments that have been shared with you will appear in the Incoming Docs module at the top of your platform screen.
What Can I Do?
There are some different ways that you can interact with SourceDocs based on whether you are wanting to make the same changes to a lot of documents or just need to make updates one document at a time.
Load Documents & Attach Documents
Valid document types:
jpg, jpeg, gif, png, pdf, xls, doc, docx, xlsx, zip, rar, 7z, dwg, txt, idw, tif, dwf, slddrw, sldprt, dxf
File size limitations:
200MB
Learn how to upload documents and link them to content within SourceDay click here.
Review, Detach, Edit, and Delete Documents within SourceDocs
Within your SourceDocs library, users can take several actions. Any users on your team can take actions on documents in SourceDocs. To learn how click here.
Download and Acknowledge Documents in SourceDocs
To learn how to download documents from SourceDocs or let your customer know you've reviewed the attached document click here.
View the History of All Your Documents
Click the History option in the upper right-hand corner of the SourceDocs Library to review the entire history of uploads, deletions, and attachments in the SourceDocs module
Search for Documents
Type in a File Name, Description, or Tag in the Search boxes and click on the magnifying glass icon to search for a particular attachment in your library