Adding Supporting Documents to Your Sourcing Activity

The Supporting Documents section in oboloo allows you to attach important files that suppliers need to review as part of your sourcing activity.

These documents may include:

✔ Technical specifications
✔ Legal templates
✔ Project briefs
✔ Pricing sheets or spreadsheets
✔ Other relevant documents

Additionally, you can request suppliers to upload their own supporting documents when submitting their responses. These could include:

✔ Compliance certifications
✔ Product pricing sheets
✔ Technical reports

This guide will walk you through how to add, manage, and request supporting documents for your sourcing activity using the Sourcing Wizard in oboloo.

Understanding Supporting Documents in oboloo

Supporting documents are essential in the sourcing process as they:

• Provide detailed information to suppliers, helping them submit accurate proposals.

• Ensure that suppliers provide necessary certifications and qualifications for evaluation.

• Keep all required documents organized and easily accessible within the sourcing activity.

Adding Supporting Documents Walkthrough: Skip to 4 minutes & 10 seconds

Step-by-Step Guide: Adding Supporting Documents

Step 1: Click on "Add New Document"

• Navigate to the Supporting Documents section in the Sourcing Wizard.

• Click on the "Add New Document" button.

Step 2: Enter a Document Title

• This title will be visible to suppliers.

• Ensure it clearly describes the document's purpose for easy identification.

Step 3: Add a Document Description

• Provide a brief description explaining the document’s relevance.

• This helps both your team and suppliers understand the document’s purpose.

Step 4: Upload Your Selected Document

• Click the "Select Document" field.

• Choose and upload the document from your local device.

Step 5: Save Your Document

• Click "Save" to upload the document to your sourcing activity.

• The document will now be attached and accessible within the sourcing activity.

Managing Supporting Documents

Step 6: Removing a Document from Your Activity

• If a document is no longer required, locate it in the documents table.

• Click the delete icon next to the document.

Step 7: Confirm Removal of the Document

• A confirmation popup will appear.

• Click "Yes" to finalize document removal.

Key Considerations & Best Practices

✅ Attach All Relevant Documents – Ensure suppliers have all necessary information to submit accurate responses.

✅ Use Clear Titles & Descriptions – Helps both suppliers and internal teams understand document relevance.

✅ Request Supplier Uploads When Needed – Use the description field to ask suppliers to submit supporting documents like compliance certificates.

✅ Organize Documents Properly – Keep your sourcing activity structured by removing outdated or unnecessary files.

✅ Double-Check Before Submission – Ensure all required documents are attached before finalizing the sourcing activity.

Additional Resources

📌 Related User Guides:

• Creating Sourcing Activities – How to create a sourcing activity.