SourceDocs gives buyers and suppliers the ability to share documentation and picture files by attaching to companies, purchase orders, purchase order lines, and items. Suppliers can use SourceDocs to upload drawings, special instructions, and announcements. All attachments can be accessed and organized from your SourceDocs library.
Incoming Docs
Attachments that have been shared with you will appear in the Incoming Docs module at the top of your platform screen. You will also receive an email notification.
1) Click on the Incoming Docs tab at the top
2) Click on the file name to download the attachment
3) Click on the lightning bolt and click Acknowledge to acknowledge to your buyer that you have received the attachment
- This only appears if the buyer has required an acknowledgment
Paper Clip
Buyers, POs, PO Lines, and Items with an attachment will appear with a paper clip icon. Click the paper click icon to access and download the attachments.
Access SourceDocs
1) Click on your name dropdown in the upper right-hand corner & select SourceDocs
Upload Attachments
1) Click on the box labeled Click or drag files here to upload to upload attachments from your computer/drive OR drag and drop files onto this box directly
2) Completed uploads will appear in your library
Attach
1) Click the checkboxes next to the attachments you would like to share
2) Click the Actions dropdown & select attach
4) Select one of the options on how you would like to attach the selected attachments:
Customer, PO, PO Line, ASN
Detach
1) Click the checkboxes next to the attachments you would like to detach
2) Click the Actions dropdown and select detach
3) Choose Items To Detach
- Click the checkbox next to each item you want to detach
- Click the Select all checkbox to select all listed items
- Click the Detach button
Delete
1) Click the checkboxes next to the attachments you would like to delete
2) Click the Actions dropdown & select delete
Additional Actions
1) Click the lightning bolt dropdown on an attachment
2) Select one of the three options: Edit, Delete, or History.
A) Edit
- Enter a description and tags associated with the attachment
- Click the Save button
B) Delete
- Delete the attachment from the SourceDocs library
C) History
- View the history of every action taken on that attachment
Associations
Click on the Buyers, Items, or PO Lines options under the Associations column to review what the attachment is currently being shared on
History
Click the History option in the upper right-hand corner to review the entire history of uploads, deletions, and attachments in the SourceDocs module
Search
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
Buyers, POs, PO Lines, and Items with an attachment will appear with a paper clip icon. Click the paper click icon to access and download the attachments.