When your trading partner requests a document from your organization, you'll receive an email for each particular request.

But you can always see and manage your document requests at any time by navigating to Menu > Doc Management.

Selecting a trading partner

Start by choosing the trading partner you'd like to see documents and requests from in the top right.

See the status of requests 

In the right column, quickly see the status of each document request.

View a requested document 

Under the "document type" column, click the hyperlink to see the uploaded document requested by your trading partner.

Upload a requested document

There are two options to upload a requested document:

  1. Click the pencil icon in the row of the request to upload

  2. Click the "Upload Requested" button

If "Upload Requested" is selected, a dropdown gives the option to select which request the upload should be attached.

Organization and Location level document requests

Certain trading partners will require documents from each of your locations.

When requests are made at the location level, document requests and their status will appear below the selected location.

Click "See Requests" to see all current and outstanding requests pertaining to that location.

 Note: If your organization doesn't have multiple locations, all document requests will appear under the organization-wide requests panel.

Did this answer your question?