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

Overview:

This article explains the step-by-step process on how to view a document from a vendor account in the X4A platform.

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 you need to view 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 ellipsis icon (⋮) next to the document and select View.
10. The document will open and be viewable on your screen.