Creating or modifying a document

Use this page to create or modify the documents. You can maintain multiple versions of a document.

  1. Select Document Management > Add Document.
    You can also access this page from the Maintain Documents menu, to modify the document details using the Edit option on the Customer Documents page.
  2. Specify or modify this information:
    Document Name
    The name of the document.
    Note: You can search for an existing document from IDM using the Search in IDM option
    Document Description
    The description of the document.
    Version
    The version number.
    Supplier Group
    The supplier group for whom the document is published.
    Supplier
    The name of the supplier for whom the document is published.
    Response Required
    The option to indicate whether the supplier must accept or only view the document. Possible values:
    • Accept
    • View Only
    Respond or View By Date
    The date by when the supplier must respond to the document.
  3. Click Browse in the Upload File field, to select the document to be uploaded.
    The Browse option is available only if this page is accessed from the Add Document menu.
  4. Click Save. The Customer Documents page is displayed.