How to request a document

Request documents such as SDS, COA, or TDS from a supplier through ChemCloud

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.

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Request a document

1. Navigate to the approved material record you need documents for
2. Click Request Document
3. Select the document type you need (e.g., SDS, COA, TDS)
4. Add any notes for the supplier (optional)
5. Click Send Request

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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

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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

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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.