Professional Documents - SUPPLIER

Suppliers– you will find a new tab on your Management Menu

This is to help you to manage your Providers’ professional documents and will email reminders to your providers once you have set this up.

You will find that under MANAGE you have the ability to add different types of documents.

Your systems are ready to add the REQUIRED DOCUMENT TYPE & ISSUERS.  If you wish to store other types of certificates/documents you will need to add them. Each document type must have an issuer attached as an option, or use non-applicable.

I have included here some you may wish to add:

DOCUMENT ISSUERS:

To set up email reminders for your Providers, click Manage and then EMAILREMINDERS.

Fill out the form as required

There is a section for the Reminder Notification text – you can amend this to your specifications.

You will need to assign the documents required to each provider as appropriate.

To do this, go to the Main Menu for Professional Documents, click into that tab, and then click ASSIGNMENT.

You can assign to providers one by one or in bulk.

If you have more than one type of document to assign, click SAVE AND ADD ANOTHER, if you are finished, click SAVE AND GO BACK.

To View what has been assigned to each provider, and the status of those documents, go to REQUIRED LIST.

This will display a list of providers you have assigned required documents to.