How to Download a Document of a Vendor Account in Xvantage for Associates

Overview:

This article explains the step-by-step process for downloading a document from a vendor account in the X4A platform.

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 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 you need to download a document from. 

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

7. Click the Documents tab. 

8. Use the search bar to find the specific document. Input the document name and press Enter. The matching results will be displayed on the list.

9. Click the vertical ellipsis icon (⋮) next to the document and select Download.

10. The download will start automatically and will be saved to your Downloads folder.