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 re...

13698 1 Created on 2018-04-12 12:57:25; Last updated on 2022-07-01 13:00:49

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) and externally (between organizations)...

23333 0 Created on 2021-05-10 11:25:36; Last updated on 2022-07-01 13:01:38

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 note ...

16185 1 Created on 2021-05-10 11:27:39; Last updated on 2022-07-01 13:01:38

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 example of an external...

14709 1 Created on 2021-05-10 11:37:17; Last updated on 2022-07-01 13:01:38

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 reference o...

27176 0 Created on 2021-05-10 11:38:36; Last updated on 2022-07-01 13:01:38

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 documents attached to the respective Collaboration....

17700 0 Created on 2021-05-10 11:42:13; Last updated on 2022-07-01 13:01:38

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....

17705 0 Created on 2021-05-10 11:44:14; Last updated on 2022-07-01 13:01:38