Documents Tab | Attach Product Files & Manage Catalog Docs

Learn how to use the O2VEND Documents tab to attach certificates, specs, and vendor files to catalog products. Centralize product documents for teams and vendors easily.

Keep all your product-related files in one place with the Documents tab in O2VEND. Attach certificates, specifications, vendor files, and operational documents directly to catalog products for fast access and streamlined workflows.

The Documents tab ensures that supporting files stay linked to a product throughout its lifecycle, helping internal teams and vendors access accurate information instantly.

Why Use the Documents Tab?

Attaching documents to products in O2VEND allows you to:

  • ✅ Centralize all product reference files
  • ✅ Maintain compliance and audit-ready documentation
  • ✅ Share technical or commercial files with vendors
  • ✅ Streamline internal operations and product management

Common Document Types

You can upload a variety of files, including:

  • Product specification sheets (.pdf, .xlsx)
  • Certificates and compliance documents
  • Vendor data files and instructions
  • Pricing or cost reference files
  • Import/export reference documents
  • Internal operational notes

How to Add Documents

Follow these quick steps to attach a file:

  1. Click Add Document
  2. Upload your file (supported formats: .xlsx, .csv, .pdf)
  3. The document is linked to the product immediately
  4. Uploaded files appear in the Document List
  5. Remove outdated files using the delete (✕) option

documentsinproductcatalog

Access & Visibility

  • Documents remain tied to the specific product
  • Vendors can access relevant documents from their backoffice
  • Internal teams can view files during pricing, stock, and order operations

Tip: Keep documents up-to-date to ensure vendors and internal teams always have the latest specifications and compliance files.

Note: Documents are for reference and operational use only—they do not impact pricing, inventory, or storefront display.

Product Setup & Management

  • Product General Section – Configure key details like product name, description, and identifiers.
  • Product Attributes – Define characteristics and variations for better catalog organization.
  • Product – Overview of product creation, editing, and management in O2VEND.

Optimization & Analytics

Pricing & Stock

  • Stock Levels – Monitor and adjust product quantities efficiently across warehouses.
  • Pricing – Manage pricing rules, discounts, and multi-channel pricing strategies.