Manage Document Requests

All Requests for Documents submitted by Customers on your Storefront can be found in the Document Requests' grid within your Account Manager. Customers will often request documents if documentation for a specific product is missing, or they are inquiring to see if there are other relevant documents, like brochures, to help them learn more about the product. 

In this article, you'll learn how to manage Document Requests.

Note: This feature is available to all Suppliers

 

Contents

Respond to Document Requests

Archive Document Requests

 

Respond to Document Requests

To respond to Document Requests:

  1. Navigate to Document Requests under Requests in the left hand sidebar
  2. Select the Document Request you would to like to respond to in the grid

You can either Approve Request or Decline.

To Approve Request:

  1. Click Upload under Documents Requested and attach the requested Document(s)
  2. Add an optional note, if applicable in the Note to Requester section 
  3. Click Send

To Decline:

  1. Click Decline in the top right next to More
  2. Add a note to let the requester, letting them know why the request is being declined 
  3. Click Decline to confirm

The requester will be notified based on either response. After a request has been responded to, it will be moved to the Completed tab. 

Tip: It is best practice to respond to Document Requests within 48 hours




Archive Document Requests

You can archive requests from the Document Request detail view or the quick actions menu from the grid. 

To archive a Document Request from the detailed view:

  1. Navigate to Document Requests under Requests in the left hand sidebar
  2. Select the Document Request you want to archive
  3. Click More next to Decline and mark it as Archived in the dropdown
  4. Click Archive in the Archive Request confirmation popup

Alternatively, you can archive a Document Request from the quick actions menu:

  1. Navigate to Document Requests under Requests in the left hand sidebar
  2. On the left of the document row you want to archive, click the dropdown icon next to  Review and change the status to Archived in the dropdown
  3. Click Archive in the Archive Request confirmation popup

Note: To view archived requests click the '...' on the top next to Completed and select Archived. To unarchive a request,
change the status from the quick actions menu in the grid.


 

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