How do you find your template

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  • Updated 2 years ago
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I created a template yesterday, but I cannot find NOW!
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Posted 2 years ago

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Allie Lawler, Official Rep

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Hello Angie,

In the Fulfillment product, Templates are available when you use the "Create New" option in your Transactions Tab. You can select your trading partner, and then when you're prompted to choose a document type, you can choose "I don't have a source" to access free-form documents and templates. You can choose the document type, and on the next screen, you'll be asked to choose a template to use. The one you created yesterday is listed here!

Since you're using the Fulfillment platform, for a faster way to contact support, please use the blue messenger icon in the bottom right-hand corner of your Fulfillment account. Our messenger team is available 8a-4p CST to assist you with any Fulfillment questions!

Thank you,
Allie Lawler
Customer Support Analyst I

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