Work with B2B Documents

After you create a schema, you must create a document based on that schema for use in your integration. The document represents a specific snapshot of a schema to use in an integration.

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. To edit or clone a document in a project.
    1. In the navigation pane, click Projects.
    2. Click the project in which to edit or clone the document.
    3. Click B2B B2B icon.
    4. In the Documents section, hover over the document to edit or clone.
  2. To edit or clone a document in a standalone environment.
    1. In the navigation pane, click B2B, then Documents.
    2. Hover over the document to edit or clone.
  3. Click Edit Edit icon to change the document's name, description, document type or document properties (business identifiers, correlations, and more).

    Note:

    You cannot change the document standard or version.
  4. Click Actions Actions icon, then select Clone to clone the document.