View Documents

Review documents in your workflow to check status or history or to take action.

Overview

Documents are accessed and viewed through Search or through MY DOCUMENTS on your Home Page.

See Documentation Topics: 

Search for Documents

View Documents in Grid

Access a list of your documents by type in a grid view through MY DOCUMENTS on your Home Page.

This list features the workflow stages for which you have documents pending.

Click on a document type to view all your documents in that workflow stage. 

1. Find specific documents using Search. 
2. Access other types of documents using MY DOCUMENTS.
3. Display and choose FILTERSand use the options available for the document type.
   Note

   Filters are document type-specific. Each document type features a slightly different of options tailored to the key attributes of the document type.
4. Narrow the selection of displayed documents with Apply Filters. 
5. Choose an ACTIONto take against the document.
   Note

   Available ACTIONS are dependent on document type and status.
6. View Document Details by clicking on a document name in the first column. 

View Document Details

The document details page provides the means to review general information, related records, and accounting, shipping, and line item details. You can also take action on the document or provide additional comments. 

1. Review status and General Information for the document.
2. Take an available action.
3. Review Related Records.
4. Review Accounting Details.
5. Provide a Comment.
6. Review History of the document
7. Save the document in PDF form. 

See Documentation Topics:

Manage RFQs

Use and Manage Web Forms

View Requests

Purchase Order Grid and Details

View Advance Ship Notices (ASNs)

Validate and Track Invoices