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Webinar: Navigating Transaction Manager Transactions

Take a tour of the main workspace for managing and creating Transactions.

Written by Anthony Hodge
Updated today

Product: Transaction Manager


About this Webinar

This session walks users through the Transaction Manager Transactions workspace, focusing on how to navigate folders, organize transactions, use the turn‑around feature to create outbound documents, customize views, and search/filter transactions efficiently.

Best practices, folder management, required fields, errors, and partner‑specific processes are also discussed.


Additional Content

Session: Summer 2022

rev: 4/01/26

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