What are Required Documents and can I change them?

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The required documents options are available when creating Purchase Orders and requests in Tradogram:

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Selecting required documents when creating a transaction will create a table on the transaction, listing out the required documentation that’s being requested from the supplier. 

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Here is an example of a Purchase Order with required documents selected:

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How to Change Required Documents

Navigate to “Manage Branch” in the top right of your screen.

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Select “Default Terms & Documents”

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Scroll down to the bottom to access the required documents. 

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Here is where you will find the list of currently active documents:

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To add a new document, users can type in the document and select “Add Required Doc”:

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To remove existing documents, select the garbage can icon beside the document name:

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