Where can I find my Templates?

Transactions Tab

M
Written by Mandy Cox
Updated over a week ago

View and Manage Templates

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


More Information

To learn how to create a new template Click Here

Check out our Fulfillment Collection to see all Fulfillment articles.

Want to learn more? Try our Training Center!

Need to contact Customer Support? Try Messenger!

Did this answer your question?