eSource Documents Setup
The "Documents Setup" page allows you to create document requirements for your suppliers' inspection records. The document types defined here will be displayed on inspection records that match the selected criteria.
Category
First, select a category for your documents requirement. Some categories will have sub-categories to further define document requirements.
After selecting a category and choosing other necessary criteria (e.g., an applicable Part Number or Supplier), you can click the Add Document Type button to specify the types of documents that need to be uploaded to inspection records belonging to that category.
Document Name - Description of the document(s) that should be uploaded
Document Type - Applicable types of documents. Click the field to see a list of options, or type to search for a specific option.
Optional? - If marked, applicable inspection records will show the option to upload this type of document, but attaching a document will not be mandatory before submitting the IR.