FAQs
Here are some FAQs regarding our key functionalities and apps.
How do I create documents?
In the Tradeshift web portal, document creation can now be done using the 'Create' app: Open the 'Create' app and choose the desired document type from the following types we have available: Invoice Pre-payment invoice Goods receipt Written request I ...
What is Collaboration?
Collaboration is a Tradeshift key feature that makes it easy for users to collaborate across the platform. It requires no configuration and enables users to collaborate on documents and products/services both internally (within the same organization) ...
What are the different Collaboration Subjects?
Each of the conversations that Collaboration supports has a subject, which specifies what the conversation is about. Listed below are the nine different conversation subjects that we currently support: Purchase request Invoice Purchase order Credit n ...
What are the different Collaboration Types?
There are 2 types of conversation Collaboration currently supports – internal and external: An example of an internal conversation would be a user who is messaging another team member within their own organisation, regarding the specific document An ...
What are Default Participants in Collaboration?
After a conversation is initiated, we have a priority based logic in Collaboration for inviting default participants: Users in the request header provided by the client Document author Assignees in assignments (for workflow assignments) The person of ...
Can I invite additional participants to a Collaboration?
Yes, additional participants can be added to a Collaboration. Organization users can be added as additional participants to a collaboration conversation at any point. The newly added members will then be able to see the entire conversation and docume ...
Can I add an attachment to a Collaboration?
Yes, collaboration allows users to add attachments to the conversation. The following file types are currently supported: .xls, .xlsx, .xlst, .pdf, .jpg, .tif, .tiff, .jpeg, .png, .eps, .csv, .txt, .docx, .doc, .dot, .ppt, .pps, .xml, .pptx, .zip. ...