Upload a Completed Document on Behalf of an Exhibitor

Sometimes you are sent documents outside of our Document Manager, fortunately, it is simple for you to upload these documents on behalf of your vendors so you can have all their documents tracked alongside their orders! Please note: Vendors will Not be able to view or access any documents until their application is approved. 

To upload a completed document on behalf of your vendor or sponsor, go to the Orders Dashboard. Then search for this vendor or sponsor's order.  In their "Order Summary" box, select the folder icon (Document Manager) located next to their "Booth #".

Screenshot for reference:

This will open the "Individual Document Manager".

If you are uploading a completed document that was sent to you by the vendor you can then upload the document by selecting the black "upload" button for the folder the document belongs to.

You can Edit the name to be more useful for your team, then select "Upload".

After that you will see the document appear in the "SUBMITTED DOCUMENTS" section.

Don't forget to approve it by selecting the green check mark!

Once each of your Vendors have submitted all required documents, be sure to turn the switch "all docs complete?" to "yes".  This will alert your Vendors, that they are all set with their paperwork!

Order-Specific Documents Requiring Vendor Action

If you are uploading a document that is order specific and requires for the vendor to complete it, then you can upload this document in the " Order Specific Docs For Customer " and then enable and set up e-sign or add instructions.