Organisation Document Slots

What are Document Slots?

Document Slots are multi-purposeful files hat are held at organisation level. They can be used to:

• Store Files against an organisation that is only viewed internally and is not visible to suppliers
  • Contacts > Organisation > [Organisation Page] > "Document Slots" tab
• Store Files against an organisation which can be viewed & filled in by Supplier
  • They can access this via Participate>Documents
• Store & Save Files against an organisation by a Key User, that is also used across multiple Questionnaires that should also be made visible to suppliers outside of a Questionnaire 
  • Outside of a Questionnaire, this can be found via Supplier Interface > Organisation Data Slots

Key Users can access 'Document Slots' via  Participate>Documents.

NB: This can also be viewed via 'Contacts' then 'Organisations' and then clicking into a particular organisation and viewing the 'Document Slots' tab.

Link with Questionnaires

• Using Document Slots allows Key Users to set-up commonly asked files, which when used in Questionnaires, saves the supplier from having to manually upload that file each time.
• This helps saves time & resources for suppliers when filling in such Questionnaires, as the file they have provided previously will be pre-populated in the document slot.
• Please see here to find out how you link a Document Slot with a Questionnaire.

Please visit here to find out how you can create & edit your Document Slots, and visit here for how to manage expiring/expired documents.

Please contact the Support Team at [email protected] if you would like this set up on your site