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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: China products

Document Retention

Attaching Documents to a Product Record
To associate a document with a product record.
  1. Click
    Document Retention
     to open a pop-up containing data for the selected product record (displayed in the Identifier field).
    Supporting documents can then be uploaded and associated to the record.
  2. Confirm that the Form Type is
    Product
    .
  3. Select
    Doc Access Type
     as either
    Public
     or
    Private
     as applicable.
    Doc Access Type
    Meaning
    Public
    Only users with access to the Edit Classification screen can see this document.
    Private
    Only users with specific permission to view the attached document can see this document.
  4. Confirm a
    Document Type
     from the drop-down (Commercial Invoice, Certificate of Origin, SDS, etc.).
  5. Use the
    Browse
     button to search the local hard drive for the document to be uploaded.
  6. Once all fields are completed (including the required Memo section), associate the document with the product by clicking
    Attach Document
    .
The attached document appears with its information in the grid at the bottom of the screen. You can now either exit out of the screen or navigate back to the selected product record by selecting
X
 at the top right.
The number of documents associated with each product is listed at the top of the product record on the Edit Classification screen.
Clicking the documents link will redirect you to the bottom of the screen: where the associated documents are listed.

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