If a document needs to be revoked from a supplier's list of approved or completed
documents, it can be removed. The revoking action can either remove the document and
request a new document be uploaded/eSigned, or reject the document, or both.
Navigate to the Configuration in the
MSP view.
Click the Supplier tab in the top menu.
From the supplier list, select the supplier. You can also use the search
functionality to locate the supplier.
In the supplier information, click Supplier
Documents.
In the section for the document (Contract or RFI), click the three dots icon
next to the document.
Click Revoke Document.
Note: Only submitted documents can be revoked.
In the popup, configure the following fields:
Reason - From the drop down, select the revoke reason.
<revoke_reason_text> - In the text box, optionally enter the reason
for revoking the document.
Note: The text in this field is included in
the revocation email notification that is sent to the
supplier.
Mark as Rejected - Marks the document as rejected.
Request New / Updated document - Requests a new document from the
supplier user completing the onboarding. The supplier can select the
document and upload a new version on the onboarding dashboard in the
Supplier view.