How it works

Workflow and Roles

Vendor Document List document management, how it works

Examples of the main functions

Vendor Document List

How to interact with the Dashboard and access the information included in the Vendor Document List 

Graphic Tracking

How to search and access a project, view the attached documents and check their progress 

Revisions and activities

How to view the list of closed activities and the document revisions. How to download one or more attached documents. 

Assign an activity

How to assign an activity to the involved department.

Information and permissions management

How to assign functionalities to each profile.

Dashboard.

How to interact with the Dashboard for a real time monitoring of the documents’ progress KPIs.

Gateway.

How to integrate with data coming from the internal ERP system, during the creation of a new Vendor Document List.

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