Opstream User Guide
Procurement Orchestration Platform
| Audience | Admins · Approvers · Requesters |
| Coverage | All roles and modules |
| Status | Confidential · Internal use |
This guide explains each part of the Opstream platform and how to use it – whether you are submitting a request, reviewing one, or configuring how your organization operates inside Opstream.
Start here
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What Opstream is, who uses it, and how to find your way around this guide.
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How the platform is structured, how information flows through it, and the terminology used throughout.
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The recommended setup order for Admins, from integrations through to going live.
Guides by role
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Submit requests, avoid duplicate software purchases, and track what you have sent.
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Work your approval queue, review a request in context, and act on it.
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Configure workflows, the data model, users and permissions across the organization.
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What vendors see when they receive a vendor questionnaire, and how they answer and submit it.
Video walkthroughs
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Step-by-step guidance on initiating a workflow.
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Instructions for managing tasks in the Approvals queue.
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How to Profile & Administration
Covers managing personal accounts and Admin settings (Users, Roles, Security).
Deep dive
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Design Request Types: the questions they ask, the tabs they sit in, and how to publish them.
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Assign approvers, configure approval tasks, and route decisions up the management chain.
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Custom fields for vendors, software, requests and budgets that drive reporting, reminders and automation.
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Automated Workflows and Reminders
Agentic workflows that handle renewals, compliance and recurring tasks without manual tracking.
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Build dashboards for spend, request activity, approval times and pipeline metrics.
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Maintain one authoritative set of values and reference it from every schema and condition.
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Purchase Orders, Catalogs and Payments
Create and edit POs in your ERP, buy from Coupa catalogs and punchout stores, and send payments.
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Define your contract standards once and have Opstream’s AI check every document against them.
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Notifications and Collaboration
Email, Slack and Teams notifications, comments and mentions, reassigning reviews, search and exports.
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Connect and manage ERP, HRIS, CLM, compliance and notification systems.
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Collect invoices by upload or email, review AI-extracted data, match them to POs, and create them in your ERP.
AI
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Connect your AI tools to Opstream and ask questions about your live procurement data in plain language.
Reference
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AI document extraction, budget intelligence, agentic analytics and Ask Opstream.
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Governance & Change Management
Keep schemas clean, audit logs current, SLAs monitored and escalation configured.
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Common workflow, data and approval problems, and what to check first.
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Every term used across the platform and this guide, defined.
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Visual guidance for core platform features and configuration steps.
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What you can review, approve and track from your phone or tablet, and what needs a computer.
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