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Webinar: All About the Transactions Page, and More

A detailed walkthrough of the Transactions page and how customers use it to manage inbound and outbound EDI documents.

Written by Anthony Hodge
Updated this week

Product: Transaction Manager


About this Webinar

This session delivers a comprehensive overview of Transaction Manager, focusing on how customers manage inbound and outbound EDI documents through the Transactions page. It covers the purpose of each folder (Inbox, Received, Outbox, Sent, Archived, and Deleted), document editing rules, transaction turnarounds, search and tracking tools, subfolders, templates, and audit history.

Additional topics include integration activity, error troubleshooting, system logs, document retention, test vs. production modes, ERP integrations, and common troubleshooting scenarios, giving users practical guidance for managing EDI efficiently and accurately. See Q&A handout below.


Additional Content

Session: Spring 2023

rev: 4/09/26

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