Manage Documents and Compliance Information

Suppliers may be requested by customer(s) to upload Business Classification, Insurance or other documents, for:

• Assurance purposes 
• To meet customer's requirements to enable trading

 Before uploading, keep in mind are:

• Documents will be made available to all connected customers, by default.
• If the valid from date selected for the document is in the future, the uploaded document will be accessible to desired customer on the valid from date. To ensure the document was uploaded successfully or view inactive documents, uncheck the Active Documents Only box.
• Adding new documents will automatically send notifications to customers, upon completion.
• Expiry alerts will be sent to supplier and customers 14 days before the Valid To Date.

Follow the instructions below or watch this short video:

 

To upload documents, select Profile on the left panel > click Certificates & Documents.

 

Once completed, the Certificates & Documents screen will populate to choose the Business Classification, Insurance or Documents tab. 

 

Business Classification

If the supplier's W-9 business classification qualifies as a diverse organization (e.g. Minority Business Enterprise MBE), upload and provide details of any certifications on the Business Classification tab.

To add a Business Classification Certificate, select the Business Classification tab > click +Add Business Classification Certificate > insert information in all required fields marked with a red asterisk > once completed, select Add.

To add additional certificates, click Add More.

• Adding new documents in Business Classification tab will automatically send notifications to customers, upon completion.
• Expiry alerts will be sent to supplier and customers 14 days before the Valid To Date.

• Documents will be made available to all connected customers.

Note: Business Classification is only used by US Customers and Suppliers.

 

Insurance

To add an insurance certificate, select the Insurance tab > click +Add Insurance Certificate > insert information in all required fields marked with a red asterisk > once completed, select Add.

To add additional insurance certificates, click Add More.

• Adding new documents in Insurance tab will automatically send notifications to customers, upon completion.
• Expiry alerts will be sent to supplier and customers 14 days before the Valid To Date.

• Documents will be made available to all connected customers. 

 

Documents

To add a document, select the Documents tab > click +Add Document > Insert information in all required fields marked with a red asterisk > once completed, select Add.

To add additional documents, click Add More.

• Adding new documents in Documents tab will automatically send notifications to customers, upon completion.
• Expiry alerts will be sent to supplier and customers 14 days before the Valid To Date.

• Documents will be made available to all connected customers.

 

Customer Selection for Uploaded Documents 

If the supplier profile is connected to multiple customers, the option to select a specific customer(s) who can view uploaded document(s), is an available feature.

A use case of this is, if one customer requires a certain document uploaded but another customer does not. The supplier can select the desired customer to share the document(s) with only.