How to Search for a Vendor Document in Xvantage for Associates

Overview:

This article explains the step-by-step process on how to search for a vendor document in Xvantage for Associates (X4A).

Process:

1. Go to My Apps and click Okta.
2. Search for X4A and click it. Xvantage for Associates (X4A) will open in another 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 the account details.
7. Click the Documents tab.
8. Use the category drop-down to search by one of the following criteria:
   • Document Name
   • Added By
   • Updated By
9. Enter the relevant search term (document name or associate name, depending on the selected criteria) and press Enter.
10. Matching document results will appear in the list below.