How to access trade documents
How to access documents you have uploaded into Trades.
Where are the trade documents I uploaded?
To find your trade documents, go to your Trades List, and select the Trade ID of the trade you wish to access trade documents for.
Image of Trade ID # in Trades List / Trade
To create a trade, you must upload a purchase order. Once the trade has been created, you can begin to build operational and financial milestones, and those will 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.
Any document that you or any member of your team has added to the Trade is easily accessible by clicking Files under Trade Activity.
If you would like to download all the files in a trade, you can do so by selecting the "Download All" button.
If you would like to download a single file, you can do so by selecting the blue icon with the downward arrow under the "Action" header of the file you want to download.
