Online Help
To ensure you meet your partner's requirements, use this option to view and correct via upload or update any required documents that are Missing, Expired, about To Expire or where the Specs not met due to non-compliant Attribute values such as missing or below-minimum amounts.
You can upload all common document formats from your computer, including pdf, txt, rtf, doc, docx, xls, and xlsx files. Version control, a history view and online expiration alerts help ensure your documents are up to date and organized.
From the Compliance Center tab, click Become Compliant.
Use the Partner filter to choose which Partner's requirements to display.
All with Exceptions. All partner-required documents needing your attention.
Specific Partner. Only compliance issues for documents requested by that partner.
Select a Document filter.
All with Exceptions. All missing, expired and failed documents, regardless of document type.
Specific Document. Choose from your required documents. If the document selected is current and compliant, it will not appear in the "exceptions" table.
Use the Column and Action descriptions below to review and work with your documents. Note that not all Actions are available for every document.
Name |
Description |
Document |
Document name. If grayed out, no document is loaded. The icon describes the document format, such as PDF. If the document is facility-specific, the name includes facility information. Click the name to view or save a copy to your computer. |
Status |
Compliant - Document is loaded, current and meets all specifications. Pending Review - If partner requires a manual review to be performed by their team, this Status displays until the review is complete. Pending includes the automated results such as Compliant or Specs not met. Missing - Document is not loaded. Expired - Expiration date has passed. To Expire - Document will expire within 7 days. Specs not met - Contents do not meet specifications. For example, missing or below-minimum amounts or dates. Not in effect - Document is loaded, but the effective date is in the future. No current "in effect" version is present. Access not granted - Your company revoked your trading partner's access to this document. Partner cannot view or download. |
Effective Period |
Date range for which document is valid based on the document's effective date and the number of expiration days set by your partner. Documents without expiration dates show as N/A (not applicable). |
Partner |
Wholesaler or Retailer setting the compliance requirement. Number in parenthesis (######) is the Partner's ReposiTrak Business Unit ID. |
Name |
Description |
Become Compliant |
|
Add Document |
Click to upload a document for a single partner or all partners, depending on the document type. See the steps to Upload a Document below. |
Add New Version |
Click to replace a document for a single partner or all partners, depending on the document type. See the steps to Upload a Document below. |
Update Attributes |
Click to update attributes such as insurance amounts. Enter amounts from your document without currency symbols or commas. Enter dates as mm/dd/yyyy. Click Save to keep changes. Mouse
over the |
ESign Document |
Click to ESign a document for a specific trading partner. This allows you to sign and save a document directly from your browser, without the need to print, scan and upload. Note that if a document is ESigned by mistake, you must delete it on the same business day. This option is only available for certain documents selected by your trading partners. You cannot change the Effective Date and Version number. |
| Document | |
View Attributes |
Click to view attributes such as insurance amounts for a single partner or all partners, depending on the document type. Attribute. Type of value, such as General Liability. Entered Value. Value entered manually during upload. Scanned Value. Value automatically detected during upload. Reviewer's Value. Value noted by reviewer. Required Value. Value required by document requester. Values that do not meet requirements highlight in pink. |
View Document History |
Click to view all versions uploaded for a document. To view a version's contents, click its Version number. To remove the current version and replace it with a previous version, click Delete. |
Delete Document |
Click to remove a document for a single partner or all partners, depending on the document type. |
Grant/Revoke Access
|
Click to Grant or Revoke access to a document for a single partner or all partners, depending on the document type. Revoking access prevents your partner from viewing a document. Granting access restores your partner's viewing privileges. |
Add Note |
Click this to add or update information about a document's status for a single partner or all partners. Notes appear in compliance reports sent to partners Select a Reason, enter the Note and click Save. Use this to provide information about a document to your partner, such as that a new facility audit or certificate will come soon or that an insurance clause is not applicable to your company. Notes are document version specific, so they are removed when you upload a new version. |
Help |
|
Why is it Listed? |
Lists the business "traits" or company types selected by your partner when setting up the document requirement. |
Partner Contact Info |
Partner Contact Info: Your partner's information for questions regarding the document requirement. Partner Identifiers: ReposiTrak Internal ID - Your partner's numerical identifier in the ReposiTrak application. ID assigned by partner - The identifier set up by your partner to represent you in the application. This ID is unique to each of your partnerships. |
Download Template |
Download a template of the required document to complete and upload. When prompted, open or save the template to your Download folder. Not available for all documents. |
Use these steps to upload files that meet partner document requirements.
About PDFs vs. Scanned Images: We recommend scanning your documents to PDF output if your scanner includes that option. ReposiTrak includes the ability to search document contents for key phrases and amounts. However, this feature is not available for documents scanned as images, such as .jpg or .gif.
Follow these steps to upload a required document to your ReposiTrak library.
From the Compliance Center tab, click Become Compliant.
Or go to either of the following:
Compliance Center tab > Add Document (skip to step 4)
Manage Documents tab > Setup/Manage > Documents Required by My Partners
Click the document's Action menu.
Choose Add Document or Add New Version if you will replace a document.
Note: If the Status is Specs not met, follow the prompts to add a new version or update the document's Attribute values.
This is the date the agreement, policy or certificate became effective.
If this is an existing document, you can accept or override the suggested default.
Enter amounts from your document without currency symbols or commas. Enter dates as mm/dd/yyyy.
For
example, an Insurance requirement may include a field for
the Personal Liability value. If the value is $1,000,000 enter
it as 1000000. Mouse over the 
for a description of the attribute.
Note: To upload a document without providing a value, check Won't Provide beside the Audit Attribute. The document will remain out of compliance until you return to add the Attribute value later. You may want to Add a Note from the Action menu.
Automatic
scanning for values
Some document types include automatic scanning to determine values. If so, you will see a confirmation screen with Scanned Values and Confidence percentages.
If a Scanned Value is incorrect, you may enter the correct value in the Confirmed Value field.
Click Confirm to complete the upload.
Note: If uploading a new Version, you can select from previously submitted "Pending" documents.
