This guide shows you how to request documents (such as SDS, COA, or TDS) from a supplier directly through ChemCloud. The request is sent to the supplier's primary contact by email.
Request a document
Navigate to the approved material record you need documents for
Click Request Document
Select the document type you need (e.g., SDS, COA, TDS)
Add any notes for the supplier (optional)
Click Send Request
What happens next
When you send a document request:
An email is sent to the supplier's primary contact, and any other contacts you've added that are set up to receive document requests
The email includes the product details and document type requested
The supplier can reply with the document or upload it directly
The request is logged on the approval record
Tips for effective requests
Tip | Why it helps |
Check your contacts are set up | The request goes to the primary contact and any contacts set to receive document requests |
Add clear notes | Specify batch numbers, date requirements, or other details the supplier needs |
Request specific document types | Suppliers respond faster when they know exactly what you need |
Track your requests
You can see outstanding document requests on the approval record. This helps you follow up if you haven't received a response.