Request a document
- Navigate to the approved material record you need documents for
- Click Request Document
- Select the document type you need (e.g., SDS, COA, TDS)
- Add any notes for the supplier (optional)
- Click Send Request
What happens next
When you send a document request:- An email is sent to the supplier’s primary contact, and any other contacts you’ve added that are set up to receive document requests
- The email includes the product details and document type requested
- The supplier can reply with the document or upload it directly
- The request is logged on the approval record
Tips for effective requests
| Tip | Why it helps |
|---|---|
| Check your contacts are set up | The request goes to the primary contact and any contacts set to receive document requests |
| Add clear notes | Specify batch numbers, date requirements, or other details the supplier needs |
| Request specific document types | Suppliers respond faster when they know exactly what you need |