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Request documents from your supplier

Now that you’ve created a supplier documents package and activated it, you need to request the documents you need from the supplier.

First, find your supplier documents package

  1. Click Supplier Documents.
  2. Under search click Active Packages.
  3. Click the Search button.
  4. You’ll receive a list of all Active Packages.
  5. Click on the name of the package to open it.
Open a Supplier Documents package

If you already have versions of the documents in your document register

  1. Click the Add Documents button.
Add documents to the package
  1. Select Add via Document Register.
Add from register
  1. Enter any search terms and click Search.
  2. Select the documents you want the supplier to update and return to you.
Add documents
  1. Click OK.
  2. You'll receive a confirmation message.
    Click Close.
  3. The documents are added to the Not Started list by default.
  4. Press Save.
documents

If you also need to request documents that you do not have copies of in your document register read through the next section in this article.

If you don't need to request any more documents, it's time to send your request to the supplier.

If you do not have versions of the document in your document register

You’ll create placeholders in your document register. If you are creating one or two placeholder documents, create a placeholder with these instructions.

If you are creating more than a few placeholder documents, you can create multiple document placeholders at the same time.

Send your request to the supplier

Now that you have added versions of the documents you need, or placeholder documents, to the package you are ready to send your request to the supplier.

  1. Click Supplier Documents.
  2. Select Supplier Documents.
Supplier Documents
  1. You can enter any search criteria that will make it easier to find the package, if you need to.
  2. Click Search.
search documents
  1. Scroll down until you see the package you created.
  2. Select the documents you want to request at this time. You don’t need to request all documents at once.
request documents
  1. Click the Initiator Tools button.
  2. Click Initiate Submission.
Initiate submission
  1. Add in any comments you would like the supplier to see.
  2. Select the required submission date for each document.
submit
  1. Click the Save and Continue button.
Save and continue

You'll see a Success message.

Transmit your request

  1. Select the documents.
  2. Click the Create Transmittal button.
Create transmittal
  1. Enter the mandatory fields, and any other fields you require.
  2. Click Send.
transmittal

What happens once you have transmitted your request?

When the supplier logs into Aconex they will see your request in their Mail and in the Submissions Required section of their  Supplier Documents area of the Tasks page.

Next steps

Find out how to track and review your request.

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