If you need to upload any Certificates of Insurance, Business Classification Certificates or other important documents for assurance purposes or to show standards you meet, you can do this on the Certificates and Documents page found on the Profile section. Certificate requirements are set by the Community to be able to connect and trade with them.
From here you can select the appropriate tab for the type of document(s) you wish to add and use the +Add button to upload your documents.
Business Classification
If your W9 business classification qualifies you as a diverse organization (e.g. Minority Business Enterprise MBE), please upload and provide details of any certifications you have on the Business Classification Tab.
To add a Business Classification Certificate, select to the tab Business Classification. Hit the button +Add Business Classification. Fill in all of the required information marked with a red * and click Add.
- Creating new documents in Business Classification will automatically send notifications to your customers.
- Expiry alerts will be sent to you and your customers 14 days before the Valid To Date.
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Note: Business Classification is only used by US Customers and Suppliers |
Insurance
To add an Insurance Certificate, select to the tab Insurance. Hit the button +Add Insurance Certificate. Fill in all of the required information marked with a red * and click Add.
- Creating new documents will automatically send notifications to your customers.
- Expiry alerts will be sent to you and your customers 14 days before the Valid To Date.
Documents
Please use this section to attach and upload documentation requested by customers such as for assurance purposes or standards you meet. The documents will be made available to all connected customers.
To add a Document, select to the tab Documents. Hit the button +Add Document. Fill in all of the required information marked with a red * and click Add.
Customer Selection for Documents
If your supplier account is Connected to multiple customers, an option is available to select specific customer/s that can view the document uploaded. A use case of this is, if one customer requires a certain document uploaded but another customer does not have this requirement, you can choose to select only the customer with the requirement to share the document with.
- Creating new documents in Certificates and Documents will automatically send notifications to your customers.
- Expiry alerts will be sent to you and your customers 14 days before the Valid To Date.
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Note: Under the Documents tab, you will not be able to delete a document that is currently being used as a Bank Verification document on the Invoicing and Payment tab of your Company profile. |