Submitting a Change Request via Text Request

Text Requests are best for simple requests that do not require additional attachments.

To submit a configuration request in text through the Partner Portal, follow these instructions:

1. Click the Customers tab on the left side of the screen and select the appropriate customer.

2. Click either Production Documents or Test Documents as appropriate.

3. Click on Request Change. A dialog box displays.

   

4. Click the dropdown menu and select what the request relates to.

5. Click the Launch under Text Request Change. A dialog displays.

   

6. Follow the steps in the dialog to create your change request according to guidelines. 

   • Guidelines and Base Practices for submitting a Change Request 

   • Configuring a New Trading Partner

7. Click Next to review your request.

   

8. Click Send. A member of the Connection Development team will contact you when the configuration is completed or if more information is needed to complete the request.