Documents
Track supplier verification records used for quote readiness, order acceptance, and invoice review.
Permissioned document record
Past supply references
References from completed supply orders that support supplier confidence and future matching.
Document dossier
Confirm the file, linked use, review state, and visibility boundary before this record is reused.
References from completed supply orders that support supplier confidence and future matching.
Recommended document
Reusable Register record
Recommended performance support, not a universal quote blocker
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File packet
The document packet keeps the user-facing file state close to the workflow it supports. Replacing a file updates the record for review; it does not approve, award, publish, or release payment.
| Field | What it confirms | Visible signal |
|---|---|---|
| Document type | What kind of record is being reused or reviewed. | Recommended document |
| Linked use | Where this file travels across bids, projects, invoices, diligence, or profile checks. | Reusable Register record |
| Requirement | Whether the file is required, recommended, reusable, or workflow-specific. | Recommended performance support, not a universal quote blocker |
| Current file | The visible uploaded/replacement state for the participant. | Current file state visible in Register |
Reference use
References help suppliers explain completed work in role-safe language while official performance signals still come from completed orders and accepted proof.
Reusable Register record
Recommended performance support, not a universal quote blocker
Role-safe reuse
Evidence basis preserved
Visibility boundary checked
Replacement requires review
Reuse and replacement rules
Business documents, supplier records, investor documents, bid attachments, and project evidence can be reused across Register only when the source, owner, visibility, and linked object still match the workflow.
Reuse accepted files instead of creating duplicate records.
Keep project evidence linked to the project or milestone it proves.
Keep investor and diligence files permissioned and audited.
Replacing a file starts review; it does not change governed outcomes.
Review path
The document path makes the current participant-facing state visible while keeping approvals, awards, restricted diligence access, and payment release under human-governed workflows.
Document identified
Recommended document is linked to Reusable Register record.
Requirement checked
Recommended performance support, not a universal quote blocker
File reviewed
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Reuse controlled
Supplier-controlled reference material, separate from restricted performance review
Past supply references
Permissioned preview
Reusable Register record
Preview and source handling
The preview shell is ready for the real signed file URL. Register shows only the file state, linked use, and source-safe context that this role is allowed to see.
Source-backed
3 approved source references
Supplier-controlled reference material, separate from restricted performance review
Document review supports decisions; it does not govern them.
Reference use
References help suppliers explain completed work in role-safe language while official performance signals still come from completed orders and accepted proof.
Recommended performance support, not a universal quote blocker
Upload later
Completed clinic, roofing, and delivery proof records can support future matching
Supplier-controlled reference material, separate from restricted performance review