Difference between revisions of "Contract Documents"
From SynerTrade
(→Upload / Download documents) |
(→Upload / Download documents) |
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**Click ''Finish''. | **Click ''Finish''. | ||
| − | Once you uploaded the document: | + | *Once you uploaded the document: |
| − | + | ||
**Click the symbol to activate the document and publish it to buying team (and suppliers if requested). | **Click the symbol to activate the document and publish it to buying team (and suppliers if requested). | ||
**Click the Allow symbol to allow supplier access, buyers and suppliers will see the documents. | **Click the Allow symbol to allow supplier access, buyers and suppliers will see the documents. | ||
Latest revision as of 15:10, 4 March 2014
Upload / Download documents[edit]
ST6 Contract management system facilitates the whole documentation management by:
- Standard documents attached to chosen contract template
- Add specific contract documents
- Organize the documents in folders
- Version management and history of document
- Approval workflow for documents
The SynerTrade buyer finds in the tab Documents the standard documents that are provided when choosing the contract template Standard Contract with Legal and Development Approval.
- How to upload documents?
- In the Documents tab, click New to upload a new document.
- File enables to enter a file.
- Free text enables to enter a text.
- Hyperlink enables to enter a link.
- Select the type of document
- Enter the name of the file.
- Browse for the document.
- Enter comments (optional).
- Click Finish.
- Once you uploaded the document:
- Click the symbol to activate the document and publish it to buying team (and suppliers if requested).
- Click the Allow symbol to allow supplier access, buyers and suppliers will see the documents.
- Unchecked box indicates that suppliers do not have access to the document.
- Checked box indicates that suppliers do have access to the document.
Use the drop-down menu to set more than one document.
Note: Do not forget to click '''Apply''' in order to validate.
- How to download documents?
- In order to download documents click the export icon.
- To download documents at once, select all the documents, and then select Download selected documents from the drop-down menu. Click Apply to validate.
- Click Download icon in order to download the selected file(s) as archive(s).
