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.