Knowledge Base
Contact Support
Sign in
Trading Partner Management
The Conexiom Platform
Overviews
Solutions
The Partner Portal
User Basics
Global Tabs & Sections
Sub-Tabs & Sections
Trading Partner Management
Selecting Trading Partners
Premier Trading Partner Setup
Change Requests
Alerts & Alert Handling
Managing Cross Reference Tables
Email Automation
Configuration Studio
Getting Started
Document Configuration
Business Logic & Validations
Validations & Resolution Handling
Conexiom Express
Exception Manager
Image Validator
Reporting & Analytics
Dashboard Widgets
Training & Resources
Reference Materials
Courses
Troubleshooting
Incoming Documents & Document Processing
Document Delivery & Output Files
Partner Portal
Release Notes
2024
2023
Back to home
Knowledge Base
Trading Partner Management
The Conexiom Platform
Overviews
Solutions
The Partner Portal
User Basics
Global Tabs & Sections
Sub-Tabs & Sections
Trading Partner Management
Selecting Trading Partners
Premier Trading Partner Setup
Change Requests
Alerts & Alert Handling
Managing Cross Reference Tables
Email Automation
Configuration Studio
Getting Started
Document Configuration
Business Logic & Validations
Validations & Resolution Handling
Conexiom Express
Exception Manager
Image Validator
Reporting & Analytics
Dashboard Widgets
Training & Resources
Reference Materials
Courses
Troubleshooting
Incoming Documents & Document Processing
Document Delivery & Output Files
Partner Portal
Release Notes
2024
2023
Trading Partner Management
Selecting Trading Partners
Clear Text vs. Images of Text
Fonts, Formats, and Text Conexiom Reads
Selecting the Right Trading Partners for Conexiom Automation [Video]
Premier Trading Partner Setup
Adding a New Trading Partner
Document Statuses
Configuring a Trading Partner
Submitting Test Documents
Turning On the Auto Delivery Test Document Feature
Creating Assign Keys
Moving a Trading Partner into Production
Trading Partner Email Notifications
Editing Trading Partner Details in Bulk
Removing a Trading Partner from the Customer List
Customer (or Vendor) Statuses
Turning on Auto Approve: How and Why
Verifying Test Documents
Unlocking an Account
See more
Change Requests
Guidelines and Best Practices for Submitting a Change Request
Template and Examples for Submitting Change Requests
Submitting a Change Request via Text
Submitting a Change Request via Email
Escalating Change Requests
Leveraging First Pass Mapping
Change Requests
Creating an Annotated Document
See more
Alerts & Alert Handling
Types of Alerts
Clearing Alerts
Resolving Alerts
Resolving an Unknown Customer or Vendor Alert
Resolving Remit To, Ship To, and Bill To Alerts
Assigning Alerts
See more
Managing Cross Reference Tables
Creating a New Cross Reference Table
Working with a Cross Reference Table
Working within the Rows of a Cross-Reference Table
Email Automation
Email Forwarding Strategies & RBOP
Using RBOP
Setting Up RBOP
