DMS (Document Management System) Fulfillment

The DMS Fulfillment system empowers suppliers to efficiently organize and share documents with requesters. With this system, suppliers can upload new files directly from their desktop or select from existing documents in the DMS library viewer. Benefits include streamlined document fulfillment, higher quality uploads, and reduced duplication across the DMS.

In this article, you'll learn about the DMS Fulfillment.

Note: DMS Fulfillment is available to all CXP users, while full DMS capabilities are reserved for PIM users only.

Contents

Add Document

Upload New Document

Add Another Document Type

Edit Documents

Add Document

To add a document:

1. Navigate to Document Requests under Requests in the left hand navigation bar

2. Select the User’s Document Request you want to work on 

3. Click Add Document under Documents Requested

4. Select checkbox(s) on the left of the document(s) you want to add

5. Click Add on the top right

Note: You can add multiple documents within the same document type to a request.

Upload New Document

To upload a new document when adding documents:

1. Navigate to Document Requests under Requests in the left hand navigation bar

2. Select the User’s Document Request you want to work on 

3. Click Add Document under Documents Requested

4. Click Upload New on the top right 

5. Upload or drag your document file. Complete required fields (Document Name and Type), and add optional details (Language, Expiration Date, Regions) as needed. Set document visibility to public or private on your storefront — documents default to private if unspecified.

6. Click Upload and click Add on the top right 

Tip: You can filter documents by date created or updated, product or brand association, public or private, and language.

Add Another Document Type

To add another document type:

1. Navigate to Document Requests under Requests in the left hand navigation bar

2. Select the User’s Document Request you want to work on 

3. Click Add Another Document on the top right and select another document type you want to add

4. Click Add Document under Documents Requested

5. Select checkbox(s) on the left of the document(s) you want to add

6. Click Add on the top right 

Note: The document types that can be added are: TDS, SDS, Brochure, Other

Edit Documents

To edit documents that have already been submitted:

1. Navigate to Document Requests under Requests in the left hand navigation bar

2 Select the User’s Document Request you want to work on 

3. Click the Edit icon under Documents Requested

4. Add more documents 

5. Click Save

6. The user will be notified that more documents have been added

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