Export and Import a B2B Document

You can export and import a B2B document into another instance.

  1. In the navigation pane, click B2B, then Documents.
  2. Hover over the row of the document to export.
  3. Click Actions Actions icon, then select Export.
    A ZIP file of the document is downloaded.
  4. Log in to the instance in which to import the document.
  5. In the navigation pane, click B2B, then Documents.
  6. Click Import.
    The Import B2B document panel is displayed.
  7. Drag and drop the document ZIP file.
  8. If you want to overwrite an existing document of the same name with the imported version, click the Overwrite the document definition, if it exists check box. You cannot overwrite a document that is actively in use.
  9. Click Import.
    If successful, the B2B document import report shows the contents of the imported document ZIP file.