Documents
Track supplier verification records used for quote readiness, order acceptance, and invoice review.
Permissioned document record
Tax Compliance Certificate
Current TCC accepted June 10, 2026 and used to support quote and invoice readiness.
Document dossier
Confirm the file, linked use, review state, and visibility boundary before this record is reused.
Current TCC accepted June 10, 2026 and used to support quote and invoice readiness.
Verification document
Reusable Register record
Required before selected quotes can move cleanly into orders
Accepted June 10, 2026
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. | Verification 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. | Required before selected quotes can move cleanly into orders |
| Current file | The visible uploaded/replacement state for the participant. | Review Sep 10, 2026 |
Linked use
This document remains attached to the bid, project, invoice, diligence room, profile, or opportunity that needs it. It should be reused only where the participant has a relationship to the linked record.
Reusable Register record
Required before selected quotes can move cleanly into orders
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
Verification document is linked to Reusable Register record.
Requirement checked
Required before selected quotes can move cleanly into orders
File reviewed
Accepted June 10, 2026
Reuse controlled
Permissioned document record; reuse follows the current user's relationship to the linked record
Tax Compliance Certificate
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
Permissioned document record; reuse follows the current user's relationship to the linked record
Document review supports decisions; it does not govern them.
Renewal risk
The certificate is accepted now, but the supplier should refresh it before it becomes a blocker for future quotes or invoice review.
Required before selected quotes can move cleanly into orders
Accepted June 10, 2026
Review before September 10, 2026
Supports the Santa Cruz quote and current invoice readiness checks