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Adding Content

After defining the category structure, you can add content to the categories. Content includes a sub category, document, Web page URL link, or document URL link. If adding a document URL link, the vendor must have the ability to open the document URL in a Web browser, for example, a link to an online newsletter.

Guidelines to Document URL and Web page links:

Web page and Document URL links located on a secure Web site may not be available to the vendor from their home computer, unless the vendor uses a virtual private network (VPN) to connect with the organization's network. If the vendor needs to access the document outside of the organization's network, the Alio Vendor Portal system administrator should upload the document instead of using a document URL or Web page URL link.

The Alio Vendor Portal administrator must also be aware that links from an outside Web site may change without notice. These links appear broken to the vendor.

A URL link is most useful for forms that may be changed by someone outside the organization; this practice ensures that the most up-to-date form is available to the vendor.

Related Topics

Creating a Sub Category

Follow these steps to create a sub category.

  1. Click the Add Content button that corresponds to the category to which the sub category belongs. The Add Content to [Name] displays (where [Name] is replaced with name of the category, etc.)

  2. In the Select the type of content to add field, click the Drop-down List button and select Sub-Category from the list.

  3. In the Category name field, type the name of the sub category. You can enter up to 75 alphanumeric characters.

  4. Repeat these steps for each sub category that belongs to the selected category.

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Uploading a Document

Follow these steps to upload a document to a category or sub category.

  1. Click the Add Content button that corresponds to the category/sub category in which the content belongs. The Add Content to [Name] displays (where [Name] is replaced with name of the category or sub category.)

  2. In the Select the type of content to add field, click the Drop-down List button and select Document - Upload from the list.

  3. In the Document name field, type the name of the document to be uploaded to the Vendor Portal.

  4. Click the button to browse to the folder where the document is stored.

  5. Click the button to insert the file in the File Name box.

  6. Click the button to save the record.

  7. When finished uploading documents, log into the Vendor Portal interface. Click the Vendor Forms link in the Navigation Panel, browse to the category or sub category where the document is stored, and click the document link to verify that it opens.

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Adding a Web Page or Document URL

Follow these steps to upload a Web page URL link or document URL link to a category or sub category.

  1. Click the Add Content button that corresponds to the category/sub category in which the content belongs. The Add Content to [Name] displays (where [Name] is replaced with name of the category or sub category.)

  2. In the Select the type of content to add field, click the Drop-down List button and select Document Link - URL from the list.

  3. In the Document name field, type the name of the URL to be uploaded to the Vendor Portal.

  4. In the Document URL field, type the URL for the link.

  5. Click the Test URL link to verify that the URL is correct. The related Web page or document displays in a new browser tab.

  6. Click the button to save the record.

  7. When finished uploading documents, log into the Vendor Portal. Click the Vendor Forms link in the Navigation Panel, browse to the category or sub category where the Web page or document URL is stored, and click the link to verify that it opens.

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