If you've received documents outside of Vendorvue (e.g. via email or another channel), it’s important to upload them into the system. This ensures your compliance records are complete and centralized.
Follow the steps below to upload and manage external documents:
✅ Step 1: Navigate to the Documents Tab
Go to the vendor’s profile page.
Click on the “Documents” tab.
Here, you'll see an overview of all documents already linked to this vendor.
Click on “Upload Documents” to begin.
📎 Step 2: Upload and Save the Document(s)
On the upload page, either:
Click “Upload Documents”, or
Drag and drop the files into the upload zone.
Once all documents are added, click “Save Uploaded Documents” to store them in Vendorvue.
🗂️ Step 3: Assign Document Type and Link Materials
After uploading:
Select the appropriate document type from the dropdown (e.g. ISO Certificate, Technical Sheet, etc.).
(Optional) Link the document to a specific material supplied by the vendor.
Click “Save Document Data” to finalise.
⏳ Step 4 (Optional): Set an Expiration Date
If the document has an expiration date and Vendorvue couldn’t detect it automatically, you can add it manually:
Open the document from the vendor’s Documents tab.
Click “Edit”.
Add or adjust the expiration date.
Click Save.
Vendorvue will now track the validity and automatically remind the vendor when the document is nearing expiration.