Supplier Files and Attachments
The Files tab is a digital repository for one supplier — compliance certificates, signed contracts and product catalogues held on the supplier record instead of scattered across email threads and folders.
Where to find it
Open a supplier and select the Files tab.
File List Columns
| Column | Description |
|---|---|
| File Name | The document, clickable to open or download. |
| Description | What it is. |
| Size | The file size. |
| Uploaded By | Who added it. |
| Date | When it was uploaded. |
Administrative Actions
Choose File uploads a document; files can be downloaded or removed by users with permission.
What belongs here
- Signed supply agreements and negotiated terms.
- Tax registration and compliance certificates.
- Product catalogues and price lists.
- Quality or insurance documentation you are required to hold.
Keep tax registration certificates here. Reclaiming input tax depends on the supplier being properly registered, and the certificate is what you produce if that is ever questioned.
Related pages
- Supplier View — the account record
- Customer Files — the selling-side equivalent