EDI Documents
Module: EDI · For: Carrier users · Page address: /carrier-portal/edi-dashboard/documents
How to get there
Section titled “How to get there”EDI Dashboard → Trading & Exchange → Documents
Who can use this page
Section titled “Who can use this page”Needs: View permission on the EDI module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| New | Create on EDI | Manage also grants it |
| Export 84 rows to CSV | Export on EDI | Manage also grants it |
What you see
Section titled “What you see”- EDI documents
Table columns
Section titled “Table columns”Document · Type · Direction · Partner · Status · Structure Mapping · Created
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Page 2
Tab: Page 3
Tab: Page 4
What you can do
Section titled “What you can do”- New
- Filter documents by total documents
- Filter documents by error status
- Filter documents by pending status
- Filter documents by processed status
- Filters
- Export 84 rows to CSV
- Refresh
- Document
- Type
- Direction
- Partner
- Status
- Structure mapping
- Created
- Demo Retail DC (7e4fe1)
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
| Document type | No | combobox | Any document type |
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Popover-Guide state
Rowmenu state
Tooltip state
Last updated 2026-10-27