Skip to main content
Conga Support

Viewing Supplier Registration Documents

The documents that a supplier uploads during the registration process are stored in a central location in your Supplier Registrations screen. You can view the individual documents, download a copy of any document, and view a history of the changes the supplier has made to the document.

A

Navigation Toolbar

Click on My Place to display the menu, and then click on Supplier Registrations to display your Supplier Registration Browse screen.

Note: If the Supplier Registrations link is not in your My Place menu, you do not have the permission to view or approve/decline supplier registrations.

B

Supplier Registration records

Locate the supplier registration whose documents you want to view, and click on it to display its Supplier Registration Profile screen.

C

Search option

If you want to quickly locate a specific supplier registration, type the first few letters of the supplier name or other identifier in the Search field, and click the icon. To clear the filter, click on the icon.

Note: If you do not know the entire name for a supplier, use a leading and/or trailing wild card (denoted by an asterisk "*"). For example, to locate a supplier registration for a company you know has the word "software" in its name, enter *software* in the Search field.

Important: Use the Search Filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

D

Documents tab

Ensure the default tab is selected.

E

Document records

View the documents that the supplier has uploaded during the supplier registration process in the Portal.

F

Download icon

If you want to download a copy of a document, click on its icon.

G

History icon

If you want to view a history of the revisions made to a document, click on its icon

H

Back to Browse button

Click to return to Supplier Registrations browse screen.

I

Accept and Decline buttons

Use to accept or decline the supplier registration.

Note: These buttons are present only if the supplier registration has a status of Submitted. If the status is Pending, there will only be a Back to Browse button, and if the status is Accepted, there will be a Go To Supplier button that will take you to the supplier's Company Profile.