Edit document
Module: EDI · For: Carrier users · Page address: /carrier-portal/edi-dashboard/documents/:id/edit
How to get there
Section titled “How to get there”EDI Dashboard → Trading & Exchange → Documents → (a record) → Edit Document
Who can use this page
Section titled “Who can use this page”Needs: Edit 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 |
|---|---|---|
| Cancel | Delete on EDI | Must be granted on its own (not part of Manage) |
| Save all changes | Edit on EDI | Manage also grants it |
What you see
Section titled “What you see”- Document
- Processing
- Payload
- Audit
- EDI document card — Editing
- DEMO-7e4fe1-211-0001
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Hide Payload
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Document number | Yes | textbox | EDI-000123 |
| Document type | Yes | combobox | 211 — Bill of Lading |
| Direction | Yes | combobox | Outbound |
| Trading partner | Yes | combobox | Demo Retail DC (7e4fe1) |
| Status | Yes | combobox | Processed |
| Processed date | No | textbox | 2026-07-31 |
| Processed time | No | textbox | 03:57 |
| Error message | No | textbox | Segment ST02 missing on the second trans |
| X12 interchange | No | textbox | ISA*00* *00* *ZZ*SENDE |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27