Edit or Clone a B2B Document

You can edit an existing B2B document to associate a different schema or add business identifiers. You can also clone a document to create a copy of it.

1. Hover over a document row to see the actions you can perform on a B2B document.
2. Click to change the document's name, description, or associated schema or add a business identifier.

   Note:

   You cannot change the document standard, version, or type.
3. Add a minimum of one and a maximum of three business identifier names and expressions to enable filtering by the identifiers on the Track Instances page when this document is sent or received. For example, you can search for a specific Purchase Order Number if you select BEG03:Purchase Order Number as the primary identifier.
   
   
   
   
4. Click Actions to clone or delete a document.
5. Click Open Details to view the document details.