Karen Stein
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Articles
Recent activity by Karen Stein-
How to add a New Supplier to your Supplier Database
If you find that your Supplier is not in your Supplier Database, you can easily add a Supplier while in the Documentation Folder module or Price Analysis Module. You will need to know the followin...
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How do I re-assign a Documentation Folder?
Often times, SpendLogic's HelpDesk will re-assign a Buyer's Documentation Folder in order to diagnose an issue the Buyer may be having OR if a Buyer is on vacation/leave, a Documentation Folder can...
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SpendFile | Update to Compliance Review Flags
Effective July 15, 2024, Reviewers of Documentation Folders will be able to mark a Compliance Review Requirement as Not Applicable. To mark the Compliance Requirement flag, simply click the flag u...
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How to Set Up a Delegation in SpendLogic
You're going to be out of the office and need to delegate your review responsibilities to another SpendLogic User. Download the Step-by-Step guide and follow the easy steps to make that happen with...
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How do I add a new contract to my contract database when in Documentation Folders?
During your company's initial setup, SpendLogic likely uploaded your company's current contracts to the contract database. If the contract you need for your Documentation Folder does not appear, d...
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How to Review a Documentation Folder (SpendFile)
If you're faced with your first documentation folder review, this is for you! Whether you're doing a peer review, or you're a management or compliance reviewer, we have multiple resources availabl...
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My documentation folder is locked for editing but I need to make changes. How do I Reopen and Edit?
Once your Documentation Folder has been through all of your company's required reviews, the Documentation Folder will be locked for editing. However, the creator of the Documentation Folder may Re...
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How do I cancel the requested review of my PO documentation?
If you have submitted your documentation folder for review but realize you need to make a change or add a file, you can pull the file back from the reviewer, or cancel the review, by following thes...
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My documentation folder has a red flag. How do I fix it?
If you submitted your documentation folder for review and it has been returned with "red flags", your documentation folder will have the following banner: Step 1: Open any block that has a red fla...
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User Name Change - How do I update this in SpendLogic?
If your user email address has changed, whether by marriage, name change, etc., and you need to update your SpendLogic user email address, you have two (2) options: Option 1: Your Company Ambassado...