Find the Purchase Order you'd like to upload a document for (Using the search and sort features)
Click on the arrow Icon on the left to expand the Purchase Order
Use the sort and search to find the Product Item you'd like to add lot for (Using the search and sort features)
Click the + Icon next to the Product Item
For that Specific Purchase Order add the lot number and Quantity used from that lot. (Note if multiple lots are used for the PO simply add another lot to the purchase order)
Once you click "Submit" the lot will expand and you will be able to see which documents must be added for that lot
Click the paper clip next to the document you will be uploading
Set the effective and expiration date if it's applicable
Click the "Choose file" button or drag a file into the upload file field
Click Submit
Repeat steps 5-12 till all of the items have their respective documents for this Purchase order
Summary emails provide a clear, concise overview of your organization’s incoming documents—delivered daily, weekly, or on both schedules according to your preference. Each email breaks down new submissions by document type and supplier, ensuring you stay fully informed and up‑to‑date with every document as it arrives.
Notification emails are sent according to each user’s in‑app preferences—either instantly when activity occurs or as daily digests at the start and/or end of the day. They provide reviewers with a clear list of newly submitted documents, notify contributors of any rejections, and include a concise overview similar to our summary emails.
Some users may experience a 403 error and that is because each login page is unique and has some temporary state that expires after a few minutes. Clicking "Sign in" should refresh login page. We do recommend bookmarking the portal page URL.
