How to Attach a Document in a Powerbuy in Xvantage for Associates

Overview:

This guide provides step-by-step instructions for attaching a document to Powerbuy in Xvantage for Associates (X4A).

Note: This function is available to Powerbuy Associate only.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates (X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Purchasing.

4. Select Powerbuy from the sub-menu.

5. Use the search bar to enter the Powerbuy Name or ID.

6. Click the Powerbuy ID which is a hyperlink to open its details.

7. Locate the paperclip icon on the right side of the screen.

8. The number beside the icon indicates how many attachments are currently included.

9. Click the paperclip icon.

10. Click Upload Document. Accepted formats: PDF, XLS, XLSX, TXT, PNG, JPEG (maximum size: 2MB each). If needed tick the checkbox Vendor Agreement and select Deal Date.

11. Click Upload to finalize the process.