Managing Documents

The Documents tab displays a list of all configured documents, their versions, the number of partners each document is associated with, whether the document is for incoming or outgoing data, and the date it was created and last modified. You can search for specific documents, and filter by type, partner name, and direction. To edit an existing document, click its name. You can change the document name, add partners, and update mappings.

​

Creating a Document from the Documents Tab

You can create new documents from both the Partners and Documents tabs. These instructions cover creating a document from the Documents tab. See Select or Add Documents for information on creating documents from the Partners tab. From the navbar, click EDI, Documents, then click Add Document.

1. On the Add Document Workflow Details screen, supply a Name, then use the three dropdowns to choose the EDI Standard, Version, and Type.
2. Specify whether this document is for incoming or outgoing data.
3. Click Next to go to the Template screen.
4. Choose whether the document workflow should be based on the built-in Schema for your document type, or on a sample File in EDI or XML format.
5. If you select File, click Choose File and navigate to the EDI or XML file to upload.
6. Click Add Document to save the new document.

The Document Information section of the page that opens contains the information you supplied in the previous steps. However, before you can use the document, you need to specify which partners it is for, and what the source or destination is. The order in which these items appear in the document workflow page depends on the document direction (incoming or outgoing). The following image shows an outgoing document.

• In the Document Source section of an outgoing document, click Add Source to specify where the data is coming from. After you select and configure the source connector, the workflow mapping page opens. See Configure the Mapping for detailed instruction on how to complete the mappings.
• In the Document Destination section of an incoming document, click Add Destination to specify where the data flows to. After you select and configure the destination connector, the workflow mapping page opens. See Configure the Mapping for detailed instruction on how to complete the mappings.
• In the partners portion of the page, click Add Partner. Only partners that use the same EDI standard appear in the list of available partners. Use the checkboxes to specify your partners, then click Add Partner.

​

Reusing Documents

Documents are reusable between partners as often as you need, as long as the document shares the same EDI standard as that partner. Follow the steps in Adding a Partner to an Existing Document to reuse a document.

​

Adding a Partner to an Existing Document

You can add partners to existing documents at any time.

1. From the Documents tab, click a document name.
2. In the Document Workflow section of the page, click Add Partner. Only partners that use the same EDI standard appear in the list of available partners. Use the checkboxes to specify your partners, then click Add Partner.