WOLSELEY Edocuments Management System User Guide

Edocuments Management System

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Product Information

Specifications:

• – Product Name: eDocuments Management System
• – Platform: wolseley.co.uk
• – Features: Access, view, and download eDocuments in preferred
  format
• – Compatibility: Mobile devices and desktop browsers

Product Usage Instructions

Accessing eDocuments:

1. Log into your account on wolseley.co.uk.
2. If using a mobile device, select ‘Browse My Account’ first to
   access navigation buttons.
3. Click on ‘My Account’ then ‘My eDocuments’ from the menu.

Searching and Downloading eDocuments:

1. Use the advance search and filter by reference for specific
   searches.
2. Uncheck boxes to select document types or specific search
   criteria.
3. Check the box next to the eDocuments you wish to download.
4. Click on the ‘View and Download’ button to save eDocuments as
   PDF files.

Customizing Preferences:

1. Set document delivery frequency in Account Preferences under
   ‘eDocument preferences’ tab.
2. Choose download format from the drop-down list on the
   window.
3. Alternatively, follow browser prompts to save files to
   preferred location or print.

Contact our Digital Support Team via the ‘Contact Us’ page for
assistance.

For additional guides, visit www.wolseley.co.uk/how-to-guides.

FAQ

Q: How can I change my eDocument download settings?

A: You can adjust your eDocument preferences in the Account
Preferences section under the ‘eDocument preferences’ tab.

Q: Can I access eDocuments from multiple devices?

A: Yes, you can access your eDocuments from any device with
internet connectivity by logging into your account on
wolseley.co.uk.

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Your wolseley.co.uk how-to guide

Managing your eDocuments
Using eDocuments takes away the hassle of searching through piles of paper. Access, view and download all your eDocuments at any time from anywhere in a format of your choice.
If you are accessing `My Account’ via your mobile device, please select `Browse My Account’ first to access any of the navigation buttons detailed below.

1

3

Once logged into

For a specific search,

your account, click

you can use the

on `My Account’ then

advance search and

`My eDocuments’

filter by:

from menu.

· Your order

reference

· Invoice number

2 Uncheck the boxes to select the type of documents or specific search.

· Document reference
· Credit note number

4 Click to view and download eDocument as a PDF.
Check the box to select the eDocuments you would like to download.

You can set the frequency of when you receive these documents on the Account Preferences page and clicking `eDocument preferences’ tab.

Choose the download format from the drop down list, you’ll see it at the top or bottom of your window. Alternatively, you will be prompted to save the files to a location of your choice based on your browser settings or print via your system window.

Get in touch with our Digital Support Team via our contact us page.
For more guides on how to get the most our of your online trade account visit www.wolseley.co.uk/how-to-guides

Documents / Resources

WOLSELEY Edocuments Management System [pdf] User Guide Edocuments Management System, Management System, System

References

• User Manual