All formats with the following extensions can be imported onto the Tracklab platform :
.pdf
.csv
.xlsx
.doc
.docx
.png
.jpeg
.zip
Documents required
In the Required Documents section, you will have access to a view showing the status of requests addressed to you. Here are some details about the information provided :
Requests to complete : Indicates the number of requests that the customer has sent you that are not completed.
Requests pending review : Indicates requests that you have completed and are awaiting validation from the customer.
Filled requestes accepted : Indicates the number of requests you have completed and which have been accepted by the customer.
Requests to complete
The requests to be completed can be found in the table displayed in the associated tab.
You must complete requests with the status ‘pending’ or ‘rejected’.
To help you complete the requests, the Instruction & Support Document column provides you with the necessary information :
The instructions are displayed in red and provide you with the details you need to respond correctly to your customer's request.
The support document, indicated by the download link, is the document you need to download and complete in order to respond to your customer's request.
Import a document that meets a specific requirement
If your document only fulfils one request :
Hover your cursor over the line of the request you want to validate by uploading your document,
Click on the black Upload document icon,
Select the document you want to upload,
Fill in the details,
Confirm.
Importing a document that meets several requests
If your document fulfils multiple requests :
Select the requests you wish to respond to,
Click on Attach documents,
Select the documents you wish to download,
Fill in the details,
Confirm.
Importing a document that does not correspond to a request
If you wish to share a document that was not requested by your partner :
Click on the sentence If you want to share a document that is nor requested, please click here,
Select the document you wish to upload,
Fill in the details,
Confirm.
Import multiple documents to respond to a request
You can attach multiple documents to a single request. To do so, after attaching the first document to a request :
Go to the Requests pending review tab.
Just as you attached the first document, you can attach a second one.
