Manage documents

Administrators can upload common and partner documents along with upload instructions, whether they will be automatically uploaded when a new site record is created, if they are mandatory, and if they are active.

• View the documents
  As an approval user (self-service administrator or self-service reviewer), you can view the list of common and partner documents uploaded by an administrator.
• Add a document
  As an approval self-service administrator, you can add a common or partner document to be added with all new requests.
• Modify a document
  As an approval self-service administrator, you can modify the settings for a common document that was uploaded by an administrator, or a partner document that was uploaded by an administrator or a partner.
• Inactivate a document
  As an approval self-service administrator, you can inactivate (disable) a common or partner document if necessary. You cannot delete a document.