Adding and Sharing Request Documents

You can securely share documents and compliance reports with customers by uploading files from your computer or selecting existing documents you have uploaded to the QRA & Vendor Portal module.

You can then share those documents with clients and prospects from the Request Details screen. By sharing documents, you are able to track which document versions were shared to create a clear view of all your sharing activities. Once you share a document, the Vendor Portal will send an email to the requestor.

To add documents to a request

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.

  2. Open the request in which you'd like to add documents. The Request Details screen appears.

  3. Click the Add Documents button. The Add Documents modal appears.

  4. Click the Upload File button to add files to the request.

    Or select from the list of existing documents in the QRA & Vendor Portal module.

  5. Click the Add button to add the documents to the request. The documents will appear in the Documents section on the Request Details screen.

To share documents

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.

  2. Open the request in which you'd like to share documents. The Request Details screen appears.

  3. Click the Share Documents button. The Share All Documents modal appears.

    Field
    Description
    Contact(s)

    Select the individuals who will receive the documents for this request.

    Document Expiration Date

    Select the date in which the contact will no longer have access to the share documents.

  4. Complete the fields and click the Share button.
    Note:

    This will initiate an email to the contact email. The email will contain a secure link and access code that will allow the requestor to begin the document download.



    Once the user clicks the View Documents button, they will be prompted to enter an access code.



    When the access code is submitted, users will have access to the documents that have not expired yet in the Documents Portal. Here, users can download all documents or select specific documents you would like to download.