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XTRF Home Portal Modules

Personal Files subtab (Vendors)

In this tab, you can keep the vendor’s documents, such as CVs, diplomas, and certificates.

You can upload files up to 1 GB.

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  • To add a new document, click the Upload File button. The Upload File popup window is displayed. Click the Add Files… button, select the necessary files on your local machine, and then click the Save button.

  • To manage folders in this tab, click the Folder button. A dropdown menu is displayed, from which you can:

    • download the current folder content in a ZIP file.

    • upload files.

    • create a new folder.

    • refresh the current folder.

  • To manage selected files or folders, click the Selection button. A dropdown menu is displayed, from which you can:

    • download the items to a ZIP file.

    • delete the items.

    • refresh the items.

  • To change the way the files are displayed in this tab, click the Customize button. For details, see the Customize a workflow directory guide.