Send a document to a vendor in Produce

On this page

A vendor is a saved recipient, such as a print shop, that you can send a document to without typing an email address. Admins add the vendors, then you send from the document.

Send a document to a vendor

Open Documents and click a document.
Click Order.
In the Vendor dialog, check the vendor in To and read the Instructions box, if there is one.
Fill in the Subject and Message. Both are required.
Under Provide document as, choose Link or Attachment.
Click Send.

The document panel with the Order button highlighted

The Vendor dialog with the To, Instructions, Subject, Message, Provide document as and Send areas highlighted

Add a vendor (admins)

Click the gear icon at the bottom left, choose Produce settings, then click Vendors.
Click Create new.
Fill in Name, Email and Type. Use Instructions for anything the sender should know before ordering.
Click Create.

Produce settings with the gear, Vendors and Create new highlighted

The Create new vendor dialog with Name, Email, Type, Instructions and Create highlighted

Choose which templates can use vendors (admins)

Documents can only be sent to a vendor when their template allows it. A template starts with No vendors.

Open Templates and click the template.
Click the three dots at the top of the panel, then Settings.
Open Vendors and choose Any vendor, Selected vendors or No vendors.
Click Save.

The template panel with the three dots menu and Settings highlighted

Template settings with Vendors and the three vendor choices highlighted

I can't see Order

The Order button shows when the template allows vendors and an admin has ticked Send to vendor on the Sharing page. To tick it, click the gear icon at the bottom left, choose Produce settings, select Sharing, tick Send to vendor, choose the document types and save your changes. Other users can't open this page.

The Sharing page in Produce settings with Send to vendor ticked