Templates

Use this form to setup templates to define the type and format of documents that EDI sends and receives.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Document Type

Select an EDI document types from the list.

Greentree to File

Click this button to open the EDI Documents Types form.

Templates for Document Type

This field displays existing templates for the selected document type. You can edit the templates.

Profiles

Select this option to display the profile(s) assigned to the selected template. If only one profile is assigned, the EDI Profiles form opens. If more then one profile is assigned, a list of profiles displays.

Template Details

Name

Enter a unique name for the new template — for example, Brown & Watson.

Edit

Click this button to edit the template.

Source

The source is always Greentree. This defines the format of the incoming and outgoing files.

Result

Select a file type which is for the template:

CSV - Flat file in comma-separated values format.
FLV - Fixed length variable format.
EDIFACT - File in segment-element-component format.
Image - TIFF file for sending by fax or PDF file for email (outgoing files only).
Text - Flat file.
XML - XML file.

Document

Envelope

Output Settings

This field displays the output settings using the file type selected in result.

Import

Click this button to import a template that is previously defined and exported.

Export

Click this button to export a template. The exported file is saved with the extension .atm.

Delete

Click this button to delete a template. A warning message displays.

Revert

This button is enabled if the name field is modified and not saved. Click this button to undo any changes to the Name field.

Save

Click this button to save.

Click this button to close the document type form.