Quick Reference Cards

Selecting Quick Reference Cards

Following are quick-reference cards that you can print at your convenience for easy.

Click the link to locate the quick-reference card you are interested in. Then click the image for a full-screen, printable view. 

1. Frequently Asked Questions

2. How to Submit a Change Request 

3. How to Create a Good Assign Key

4. How to Add a Trading Partner (Customer or Vendor)

5. Customer / Vendor Statuses

6. Document Statuses

7. User Security Settings

8. User Permissions

9. Using and Customizing the Dashboard

10. Using the Reporting Tab

11. Support Resources

Frequently Asked Questions

How to Submit a Change Request

How to Set a Good Assign Key

How to Add a New Trading Partner (Customer or Vendor)

Customer / Vendor Statuses

Document Statuses

User Security Settings

Editing User Permissions

Using and Customizing the Dashboard

Using the Reporting Tab

Support Resources