View and manage all created templates on the Transactions tab.

  1. Expand the Advanced Search window.

  2. Set the Status as Template.

    1. (optional) Select the Trading Partner and Document.

  3. Click Search.

  4. Created templates will display.

  5. Click the Document ID (Template Name) to view fields entered in the document.

  6. Click the ellipsis in the right column to act on the template, including the ability to:

    1. Create a new document from the template

    2. Delete the template

    3. Download CSV of the template

    4. Edit Tags

    5. Print

    6. Favorite/Unfavorite

To learn how to create a new template Click Here

Want to learn more?  Try our Training Center! 

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