Create a Message from a Template

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It is quick and easy to create new messages from a template. If you have created a template of a particular message you send to a particular Trading Partner, whenever you want to send that type of message to that Trading Partner, you can just open you Template Library, select the template and and make the changes necessary.
StepAction
1 From your Company Trading Center page, click the Template Library icon in the navigation frame on the left. The Template Library page appears.

2 Click the Select box next to the template you want to use.

3 Click the Create New Message From Template action. A new message opens containing all the information saved in the template.

4 Make any necessary changes to the information displayed. Remember All fields are required for processing, except those marked "optional."

Remarks

  • If the form is a GXS TradeWeb generic form, use the Help icons next to the section name for form instructions.

  • If you are using a company-specific form, instructions for filling out the form should have been provided to you by the company.

5 What do you want to do with the message?

  • To send the message immediately, go to Step 6.

  • To save the message in your Out Box for later editing, go to Step 7.

6 To send the message, click the Send Now action in the navigation frame on the left.

A confirmation message appears stating the message was sent.


7 To save the message in your Out Box for later editing, do the following.

  1. Select the Save in Out Box action in the navigation frame.

  2. Type a name for the message on the dialog box that appears.

  3. Click the OK button.

A confirmation message appears stating the message was saved.


8 What do you want to do next?

  • To see a summary of the information in the message, click the View Summary of Message action in the navigation frame.

  • To create another message, click the Create New Message action in the navigation frame.

Edit a Message Template

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StepAction
1 From your Company Trading Center, click the Template Library icon in the navigation frame on the left. The Template Library page appears.

2 In the list of templates, click the name of the template you want to edit. The template opens.

3 Make any necessary changes.

4 When you finish, click the Save As Template action in the navigation frame on the left. A dialog box requesting a name for the template appears.

5 Do you want to save this information in the same template?

  • If so, type that template name and click the OK button.

  • If not, type a new name and click the OK button.

A confirmation page appears.


Delete a Message Template

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StepAction
1 From your Company Trading Center, click the Template Library icon in the navigation frame on the left. The Template Library page appears.

2 You can delete more than one template at a time. In the list of templates, click the Select box(es) next to the template(s) you want to delete.

3 Click the Delete action. A confirmation dialog box appears.

4 Do you really want to delete the template(s)?

  • If so, click the OK button.

  • If not, click the Cancel button.

The Template Library appears and the template(s) you deleted are gone.