Skip to main content

Managing Certificates & Documents

  • Updated

Suppliers can upload important documents (e.g., Business Classification Certificates, Insurance Certificates, and other necessary Documents) to meet customer requirements and enable trading. These documents are made available to all connected customers, by default.

 

Prerequisites

  • Audience: Supplier (Existing User)

  • Intent: Upload and manage required compliance or certification documents.

  • Access: Must be logged into the Unimarket supplier portal.

 

Important Notes

  • Sharing: Documents will be made available to all connected customers, by default.

  • Future Dates: If the Valid From Date is in the future. The document will only become accessible to the customer on the designated date. 

  • Inactive Documents: To view inactive documents, uncheck the Active Documents Only box.

  • Notifications: Adding new documents automatically sends notifications to customers, once added.

  • Expiry Alerts: Expiry alerts will be sent to the supplier and customers 14 days before the Valid To Date.

 

Steps

Access Certificates & Documents

  1. Select Profile on the left panel.

  2. Click Certificates & Documents.

 

  1. The screen will populate with three tabs: Business Classification, Insurance, and Documents.

 

Upload Business Classification Certificate (US Only)

This tab is used to upload details of any certifications, if your W9 business classification qualifies as a diverse organization (e.g., Minority Business Enterprise (MBE)).

Note: Business Classification is only used by US Customers and Suppliers.

  1. Select the Business Classification tab.

  2. Click +Add Business Classification Certificate.

  1. Insert information in all required fields marked with a red asterisk.

  2. Once completed, select Add.

 

Upload Insurance Certificate

Note: Most customers prefer to be named as additionally insured, with their name and address listed on the certificate. We recommend reaching out to the customer for clarification on their COI requirements.

  1. Select the Insurance tab.

  2. Click +Add Insurance Certificate.

  1. Insert information in all required fields marked with a red asterisk.

  2. Once completed, select Add.

 

Upload General Documents

Note: You cannot delete a document that is currently being used as a Bank Verification document, on the Invoicing and Payment tab of your profile.

  1. Select the Documents tab.

  2. Click +Add Document.

  1. Insert information in all required fields marked with a red asterisk.

  2. Once completed, select Add.

 

Select Specific Customers for Document Sharing

If your profile is connected to multiple customers, you may have the option to select specific customer(s) who can view a document.

  • If this option is available, you can choose to share the document only with the customer(s) who require it; rather than sharing it with all connected customers.

 

What's Next/Related

  • You can also watch a short video on this process: