Some supplier registration types may require the supplier to attach one of their company's documents, such as proof of insurance, during the registration process. Other supplier registrations may require the supplier to download, complete, and then upload one of your company's documents or forms before submitting a registration in the Portal.

Requiring a Supplier to Complete Your Company's Document

When the supplier is required to complete a document supplied by your company, they must download it, complete it, and then upload the completed document in the Portal.

  1. Click Tools in the Navigation Toolbar, and click the Supplier Registration Types link in the menu.
  2. In the Supplier Registration Types screen, locate the supplier registration type.
  3. Click the supplier registration record to select it and display its Registration Type screen.
  4. In the bottom section of the screen, click Attach Document.

  5. When the screen refreshes, populate the required fields for the document you are uploading:

    Tip:

    To increase the viewable area in the bottom section of the screen, hover over the top of the secondary toolbar (with the Save and Cancel buttons) until the icon displays. Click the icon and drag it upwards.

    • Name - enter a name for the document the supplier must complete.
    • Document Type - select the type of document in the list.
    • Instructions - enter instructions for the document, such as Download the form by clicking the hot link below, complete all portions, and then upload the completed form by clicking the Upload button. Instructions display under the name of the document in the Documents section of the Registrations screen in the Portal.
    • Require Document - select the check box if the supplier must attach this document before submitting the registration.
    • Include Template - select the check box to upload the document the supplier must complete and use the following fields to select and define it:
    • Open a File Upload window. Navigate to the document, click it to select it, and then click Open in the window to populate the File field.
    • Template Description - enter a description of the uploaded document.
  6. Click Save.
  7. Copy the URL in the Supplier Link field, and provide it to any supplier who will be using this registration type to make a bid for your company's business in the Portal.
  8. Click Back to Browse in the bottom toolbar to attach another document, or Back to Browse in the top toolbar to return to the Supplier Registration Types screen.

Requiring a Supplier to Provide Their Company's Document

When the supplier is required to furnish one of their company's documents, the supplier uploads the document during the registration process in the Portal.

  1. Click Tools in the Navigation Toolbar, and click the Supplier Registration Types link in the menu.
  2. In the Supplier Registration Types screen, locate the supplier registration type.
  3. Click the supplier registration record to select it and display its Registration Type screen.
  4. In the bottom section of the screen, click Attach Document .
  5. When the screen refreshes, populate the required fields for the document that the supplier must provide:
    • Name - enter a name for the document.
    • Document Type - select the type of document in the list.
    • Instructions - enter instructions for the document, such as Attach a copy of your company's proof of insurance.
    • Require Document - select the check box if the supplier must attach this document before submitting the registration.
    • Include Template - ensure the check box is not selected.
  6. Click Save.
  7. Copy the URL in the Supplier Link field, and provide it to any supplier who will be using this registration type to make a bid for your company's business in the Portal.
  8. Click Back to Browse in the bottom toolbar to require another document attachment, or Back to Browse in the top toolbar to return to the Supplier Registration Types screen.