Documents
In Spendesk Procurement, you can store your vendors documents.
You can collect during procurement workflow either by adding a document field in the request form or any other task form to collect document from a request.
You can also use the document tabs to add any document to a request.
Document Type
You can configure Document type in Procurement> Settings > Documents
To Create a Document Type , click on + Add
Then choose a name for your document type and upload a template if needed.
Document template
What is a document template?
A Document Template is a file you attach to you document type and that appear as a downloadable link in you Document description when the Document Type is added to a procurement process (Request Form or Workflow Task Form).
You can use this document template to share document that need to be download fill/sign by your supplier.
A simple example:
If you need to share a Code of Conduct that need to be sign by every supplier. Create a new document Type with name = "Code of Conduct", add a document template that is the file that will be shared with your supplier.
Then, you can add to any process a Vendor Onboarding task and add to this task a Document and select Document Type = "Code of Conduct".
Then when a request is create on this process, vendor contact will be able to download this document and to upload the fill/sign (outside of the platform) as document field and this file will be store as a document in your request and once request completed as in your vendor profile.
For more details on how vendor portal works, go to -> Vendor Portal Article.
