Request certs from your supplier

How do I send a request for certs to my Suppliers?

SmartCert’s Request Feature allows you to request certs directly from your suppliers or partners, streamlining communication and reducing back-and-forth emails. When you send a request, it appears in the recipient’s Requests Dashboard within SmartCert for easy tracking and fulfillment. If the recipient has email notifications enabled, they’ll also receive a direct link to the request via email.

Be sure to check your Received dashboard to determine if the certs are missing. If you don't see the cert package, you can follow the steps below to request missing documentation from your supplier using SmartCert’s collaboration feature.

Here's how to send a request for certs:

1.        Click Start Collaboration in the top right corner of your Requests dashboard.

2.        Select Add a Contributor. To find an existing supplier, search the network and select their company name from the dropdown.

NOTE: Requests can only be sent to suppliers who are actively sending certs on the network. If the supplier is not showing up in the search results, they are not set up to respond to requests or send certs.

3.         Provide Request Details: Enter the PO number, and relevant information of the part(s).

4.        Click Save SmartCert to initiate the request. The SmartCert will now appear on your supplier's dashboard, enabling their ability to make updates and contribute to the request.

5.        If your supplier has the Request notification enabled, an email notification will automatically be sent to them, alerting them of your request. This request will also be noted in their Daily Summary email. [Either of these notifications can be enabled or disabled by clicking on your account in the top right of your screen > settings > notifications]

6.        Once your supplier submits the requested information, they will update the SmartCert status to Request Complete. This update to the status will enable the updates to the SmartCert - including data and documents - in real-time to your view on the Request.

7.        Review and Approve. Open the request to review the added documents or changes. If something is missing or incorrect, use the Information Requested Status to indicate additional changes are required and send a message to your supplier in the conversations tab specifying these changes.

8.        Once everything meets your approval, update the status to Approved using the status drop-down. The SmartCert will be available on your Created dashboard for your use.