How to access trade documents
How to access documents you have uploaded into Trades
Where are the trade documents I uploaded?
To create a trade, you must upload a purchase order. Once the trade has been created, you can begin to log operational and financial milestones that appear under Activity. Certain milestones require documentation upon adding the milestone, such as operational milestone “Delivery” which requires proof of delivery, while other documentation can be uploaded to a milestone by selecting Milestone Updates.
If documentation is attached to a specific milestone, it is visible and accessible directly beneath the milestone on Activity.
All documentation, beginning at the purchase order all the way to the invoice, is easily accessible by clicking Files under Trade Activity.