1) Using Custom Form in Vendor Management
Note: Custom built documents are currently being used in enquiries for only the Corporate Client to view, so these documents will require no action from the Service Provider.
Navigate to Vendor Management on your dashboard.
Select Manage Enquiries
Add a new enquiry or edit a previously created enquiry as needed, (refer to the Vendor Management user guide for more information).
Once you reach the section to select a Custom Form (If it is applicable), using the dropdown selection available, choose the applicable document.
Note: You will be able to add multiple documents as needed.
Once you have made your document selection, select the Answer button.
Fill in the required fields and when you are complete select save.
To the right of your screen, you will be able to view the submitted document in a pdf format or delete the document should it be necessary.
You will also be able to view the submitted document in your enquiry invitations.
Select the applicable invitation and select manage.
Scroll down to Custom Forms and select the view button that displays next to the document that you need to view.