The District should assign a Vendor Document Type to all documents that were uploaded to a vendor's record. To add a Vendor Document Type to an uploaded file, navigate to the vendor record and scroll to the Documents section. Click on the edit button highlighted below:
Select the Doc Type and hit save.
Creating Custom Vendor Documents Types
To create a custom vendor document hype you can either navigate to the Setup >> Codes >> Codes Table >> List tab and search for "Vendor Doc", or click on the Attach Documents button and then click on the link highlighted below:
To add a new custom vendor document type, click on the Add Code Button, enter the required information in the pop up window and click on the Add button.
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