Vendor Location Documents

1.Managing Vendor location Documents in Uplink

To manage documents for a specific vendor location, go to the 1 Documents module under the Locations category from the main menu. Once there, you’ll see an Add Document 2 button in the top-right corner of the screen. Use this option to upload and manage documents related to the selected vendor location.

2. Adding a New Document

To add a new document, click the Add Document button located in the top-right corner of the screen. This will open the Document Details form.

All fields marked with an asterisk (*) are required and must be completed before the Save button becomes active.

• Document Name 3 (*) – Select the appropriate document name from the dropdown list and upload the corresponding file.

Note: If the required document name is not listed, choose "Other" at the bottom of the dropdown.

• Other Name 4 – If you selected "Other" in the Document Name field, manually enter the document name in this field.
• Start Date (*) – Enter the document's start date 5 to define the beginning of its validity period.
• Expiration Date – Enter the document’s expiration date to indicate when it will no longer be valid.

Tip: Use the built-in calendar icon to select dates. To quickly change the year, click on the year displayed at the top of the calendar — this allows you to jump between years without scrolling month by month.

Document available in the dropdown list.

Document not available in the dropdown list.

2.1 Uploading Documents

To upload a current document:

 1. Click the Upload Document 6 button.

 2. You’ll be redirected to a new screen where you can either:

• Drag and drop the file into the designated area, or
• Browse your computer to attach the file directly.

Once the file is uploaded, you have two options:

• Click Save to add the document, or
• Click Cancel to discard the upload.

Note: Only one document can be uploaded at a time.

After uploading your file and completing all required fields, click Save to finalize the process. If you choose not to proceed, click Cancel. In either case, you’ll be returned to the main Documents screen.

3. Download Existing Documents

To download a document, click the Download 7 icon located just before the Edit (Pencil) icon next to the relevant document entry.  The document will open in a new browser tab, where you can choose to save it to your device.

4. Editing Existing Documents

To make changes to an existing document:

• Click the Edit (Pencil) 8 icon next to the document you want to update.
• The system will display the document details in an editable form.
• Make the necessary updates and click Save to apply the changes.

5. Deleting a Document

To permanently remove a document:

• Click the Trash 9 icon located next to the Edit icon.
• The document will be permanently deleted from the list.

⚠️ Note: This action cannot be undone.

6. Searching for a Document

If multiple documents are listed, use the Search 10 bar to quickly find specific records.
You can filter by:

• Document Name
• Start Date
• End Date
• Status

Simply enter relevant keywords in the search field to narrow down the results.