How to Add a Document in a Vendor Account in Xvantage for Associates

Overview:

This guide outlines the steps to upload and manage a document within a Vendor Account using the Xvantage for Associates (X4A).

Process:

1. Go to My Apps and look for Okta. 

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. In the left navigation menu, click Vendors then select Account Management.

4.  From the drop-down menu, select Vendor Account. 

5. Use the search bar to find the specific vendor account. 

6. Click the Vendor Account Name (displayed as a hyperlink) to open its details. 

7. Click the Documents tab.

8. Click the Add Document button.

9. A pop-up window will appear. Complete the following fields:

   • Upload the document (PDF, Word, or Excel; maximum file size: 15MB)

   • Document Name – enter a custom name

   • Visible to Vendor – select Yes or No

   • Document Category – choose from:

     • Marketing

     • Product

     • Program Guidelines

     • Business Plan

     • Reports

     • Finance

10. Document Type – select from:

    • Copy

    • Customer Testimonials

    • End User Case Studies

    • Value Propositions

    • Partner Case Studies

11. Click Submit to upload the document. Once successfully added, the document will appear in the Document List under the vendor account.