View, edit, delete, or upload documents
Navigate Document Management
When navigating Document Management in SupplyPro, remember that the folder structure for each builder follows the builder’s organizational structure.
For example, to view documents for the Job 100 JOHN M BOOR DRIVE, you must expand the Hyphen Builders Company, North Central Region, Chicago Division, Timber Trails Landmark Subdivision, and Phase 0 to view the correct job folder. Click on the Job folder to view the list of documents.
Not all builders have regions.
Document Management Rules
A SupplyPro user cannot edit, update, or delete a document uploaded by a BuildPro user or by a SupplyPro user from a different SupplyPro company.
A BuildPro user cannot edit, update, or delete a document uploaded by a SupplyPro user.
A BuildPro admin chooses whether SupplyPro users can access each folder. A SupplyPro user can only view/upload documents to a folder where the builder allows supplier access.
Each time a BuildPro user uploads a document, he or she can choose specific suppliers who can view the document. If the BuildPro user does not choose specific suppliers, the document can be accessed by all SupplyPro users.