Documentation can be shared with invited suppliers through the Atamis Supplier Portal by uploading to a Supplier Document Folder.
Documentation that is only for the attention of the buying organisation, not to be viewed by suppliers bidding, is uploaded to Internal Document Folders.
File size limits of 2GB (internal document folder) and 25 MB (supplier document folder) apply.
Supplier Document Folders
Supplier document folders are copied from templates, along with their document contents. The system keeps a record of when suppliers download each file from these folders. From the shared document page, click View Downloads to see who has downloaded a file and when.
- To create a new supplier document folder, click New from the Supplier Document Folders related list, enter a name and click Save.
- To add documents, click on the Supplier Document Folder and click Create Attachments. Select the files and click Done.
- Click New Attachment Version, select the document, click Done. The new version will be uploaded, the old version will be retained with the prefix ARCHIVED added to it's title.
- Files will display alphabetically, but you can set a custom order of files by entering a numerical value in the Sort Order field and then clicking on Update Sort Order.
- To delete a document name, click the checkbox next to the document name and Click Del. This will remove the files download history. To restore a deleted file, navigate to the Recycle Bin.
If you upload or update a document in a Supplier Document Folder during a project's response window, you will automatically be given the option to message the suppliers bidding to alert them of the change. The email notification sent to the supplier will include the name of the document.
Internal Document Folders
Documentation which is only for the attention of the buying organisation is managed in internal document folders.
- To create a new internal document folder, click New from the Internal Document Folders related list, enter a name and click Save.
- To add documents, click on the Supplier Document Folder and click Add Files. Select the files and click Done.
- To share all documents in a folder once a Supplier has been awarded, open the internal document folder and tick the Visible to Awarded Supplier? box. Click Save.
Internal document folders can be shared with the awarded supplier but not to all suppliers bidding. The portal account field should display the portal account of the awarded supplier. All Portal Contacts belonging to this portal account will be able to access documents in this folder.
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