View and manage all created templates on the Transactions tab.
Expand the Advanced Search window.
Set the Status as Template.
(optional) Select the Trading Partner and Document.
Created templates will display.
Click the Document ID (Template Name) to view fields entered in the document.
Click the ellipsis in the right column to act on the template, including the ability to:
Create a new document from the template
Delete the template
Download CSV of the template
To learn how to create a new template Click Here
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