You can upload documents, such as billing guidelines, to share with a Collaborati Vendor's administrators. There are two ways to share documents with Collaborati Vendors:
•You can share documents globally (with all Collaborati Vendors) or
•You can share documents with a specific Collaborati Vendor
This page describes sharing documents with a specific Collaborati Vendor. For more information about sharing documents globally (with all Collaborati Vendors), see Sharing Documents.
The following shared document file formats are supported:
•.DOC
•.GIF
•.JPG, .JPEG
•.PDF
•.PNG
•.RTF
•.TXT and other files that are text format
•.XLS
•.XML
Shared documents are transferred to Collaborati at synchronization time. After documents are initially transferred to Collaborati, only new or updated documents are transferred to Collaborati. When you delete a shared document, at the next synchronization with Collaborati, the document will be removed from Collaborati.
Note: You cannot upload executable files (.EXE format) or zip files (.ZIP, .JAR formats). Executable files and zip files will not be transferred to Collaborati.
Note: You can upload, update, or delete shared documents regardless of whether synchronization between CSM and Collaborati is running.
Collaborati Vendor Administrators will receive an email notification at midnight of the day when documents are transferred from CSM Settings to Collaborati. Only Collaborati Vendor Administrators will have access to shared documents in Collaborati.
1.From CSM Settings, click the Vendors link from the left pane. From the resulting Vendors list, click the Vendor Name link of the Vendor to share documents with. From the Vendor record, click the Document Sharing link from the left pane. The Collaborati Document Sharing page opens. 2.Click the Upload icon. Navigate to the file to upload and click Open. Although you upload each document separately, multiple documents can be uploaded. The maximum total documents file size is 5MB.
3.By default, only the documents shared from the Vendor Account Collaborati Document Sharing page will be transferred to the Collaborati Vendor. To add the documents shared from the global Document Sharing page to those files transferred to the Collaborati Vendor select the Also share documents attached to the CSM Settings record with this vendor check box. |
1.From CSM Settings, click the Vendors link from the left pane. From the resulting Vendors list, click the Vendor Name link of the Vendor to share documents with. From the Vendor record, click the Document Sharing link from the left pane. The Collaborati Document Sharing page opens. 2.Click the Check Out icon. 3.Click the Check In icon and navigate to the file to upload and click Open. When the next synchronization between CSM and Collaborati occurs, the updated file(s) will be transferred to Collaborati and replace the previous file version(s).
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1.From CSM Settings, click the Vendors link from the left pane. From the resulting Vendors list, click the Vendor Name link of the Vendor to share documents with. From the Vendor record, click the Document Sharing link from the left pane. The Collaborati Document Sharing page opens. 2.Check the document(s) to delete. Click the Delete icon. When the next synchronization between CSM and Collaborati occurs, the deleted file(s) will be removed from Collaborati.
Note: The following operations are not allowed from the Collaborati Document Sharing page: creating subfolders, creating shortcuts, and creating hyperlinks. Subfolders, shortcuts, and hyperlinks will not be transferred to Collaborati.
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