Course Outline
This course will cover how to use Configuration Studio to create your own trading partners for Conexiom Premier.
Complete this training course to learn:
- What a smart template is
- How to navigate Configuration Studio
- How to move a trading partner into testing
- How to make simple changes without the need of a Change Request when testing
Before Getting Started
Prior to completing this training course, please have the following completed to make the most effective use of your time:
- Confirm that you have created at least one trading partner, and it is in a “New” status. See Adding a New Trading Partner for more information.
- Gather at least 3 representative sample documents that meet these criteria:
- Clear text with consistent layouts
- At least one document should have two or more-line items
- If applicable, one document should be two or more pages
Training Video
Video Chapter Timestamps:
Introduction
00:00 - Welcome and Overview
00:44 - What is Configuration Studio?
Basic Concepts
01:16 - What is a Smart Template?
02:04 - What are Sections?
02:50 - What are Fields?
The Configuration Studio Tool
04:00 - Preparing to Use Configuration Studio
04:33 - Using Configuration Studio (4 main steps)
05:17 - Accessing Configuration Studio
05:53 - Selecting your Documents
Configuration Part 1
07:10 - Running the AI*
08:05 - Validation: Reviewing Example Documents
09:23 - Validation: Confirm Contextualized Fields
Configuration Part 2
10:57 - Adding a New Field
11:42 - Sidebar: Relative vs Absolute Fields
14:09 - Changing a Field
Saving and Submitting
15:30 - Saving and Restoring
16:44 - Submitting the Smart Template Part 1
18:39 - Submitting the Smart Template Part 2
Conclusion
18:16 - Escalating/ Getting Help
20:06 - Course Conclusion
*In addition to AI prediction, there is a new feature available that leverages existing layout templates for document configuration. For more details, see: Retrieving a Previously Created Document Template.
Resources
- For section types see: Creating & Modifying Sections in Configuration Studio
- For a list of fields and their definitions see: Common Fields and their Definitions in Configuration Studio
- For more detailed information on how to split fields, see: Splitting Fields in Configuration Studio
- For more on change requests see: Guidelines and Best Practices for Submitting a Change Request
What’s Next?
Learn more about advanced Configuration Studio topics by watching our Part 2 Video Training Course on Error Handling and Business Logic.