Frequently Asked Questions about source documentation
Why can I see source documents for some suppliers but not others?
There are a few possible reasons: the supplier did not attach documents during their submission (upload may have been optional for that campaign), the supplier's submission pre-dates this feature, or the supplier submitted via a pathway that does not yet support document upload. Contact RapidRatings if you'd like upload to be made mandatory for future campaigns.
I have the Source Financials permission but the section is empty — why?
An empty Source Financials section most commonly means the supplier did not upload any documents with their submission. If you expected documents to be present, you can follow up with the supplier directly or ask RapidRatings to make document upload mandatory moving forward.
Can I request that suppliers must upload documents?
Yes. RapidRatings can configure document upload as required for your private company outreach campaigns, meaning suppliers will be unable to submit their financial data without attaching at least one source document. Contact your RapidRatings account manager to enable this.
My organization doesn't have access to source documents — how do I get it?
Access is controlled by the Source Financials permission on your organization's account. Reach out to your RapidRatings account manager to discuss enabling this for your organization.
Are source documents shared with other clients?
No. Source documents uploaded by a supplier in connection with your campaign are accessible only to your organization (when permissioned) and the RapidRatings team. They are not visible to other clients or organizations on the platform.
Do source documents affect the supplier's rating?
No, unless the supplier used the PDF upload option. A supplier's rating is calculated solely from the financial figures they enter. Source documents are used for verification and audit purposes only and have no influence on rating outcomes.
How current are the source documents I'm seeing?
Documents are uploaded by the supplier at the time of their submission. The document date reflects when the supplier attached it, which should correspond to the financial period covered by their submission. If you have concerns about the relevance or currency of a document, contact a RapidRatings representative with your concern.
Can I delete a supplier's source document?
No. Clients cannot delete supplier-uploaded documents. If you believe a document needs to be removed — for example, if it was uploaded in error — please contact the RapidRatings support team.
What file types can suppliers upload?
Suppliers can upload files in the standard formats supported by the FHR Exchange portal (e.g. PDF, Excel, Word). RapidRatings validates and scans all uploaded files before they are made available for download.