Using the GXS Trading Grid and the IWF Document Manager

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Using the GXS Trading Grid and the

IWF Document Manager

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Training Agenda

• Introduce the IWF/Document

Manager and the Trading Grid Online

portal

• Describe how to view documents

you receive

• Explain how to prepare and send

documents

• Describe the Getting Started activities

you need to perform

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The GXS Trading Grid

You will access documents by

connecting to the GXS Trading Grid

Online (TGO) portal and accessing the

You can use the customized forms in the

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IWF/ Document Manager.

You can use the customized forms in the

Intelligent Web Forms (IWF) Document Manager

to view, print, and save documents you receive,

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A Quick Look at the

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This is an example of the Document

Manager Inbox. You will use the Document M I b t l t d t th t Manager Inbox to locate documents that your trading partner has sent to you.

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To open a document displayed in your Inbox, click on the link for the document in the Document ID column

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This is an example of the Document

Manager Sendbox. The Sendbox contains

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System Requirements

• Supported Internet browsers:

• Internet 5.5+

• Firefox 2+

• Netscape 7.2+

• Screen Resolution: 1024 x 768

• To view and save files in .PDF format, you will need

the Adobe Reader.

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Installing the Lotus Forms Viewer

• The first time you open a document from the Document

Manager Inbox or start to create a document, the system

will prompt you to install the Lotus Forms Viewer

will prompt you to install the Lotus Forms Viewer.

• The system will walk you through the Lotus Forms Viewer

installation process. You will need to:

• Complete the Lotus Forms Viewer installation.

• Close your browser window.

• Log back in to Trading Grid Online.

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Installing the Lotus Forms Viewer

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Installing the Lotus Forms Viewer

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Installing the Lotus Forms Viewer

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Installing the Lotus Forms Viewer

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To begin the Lotus Forms Viewer installation process, choose the

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Installing the Lotus Forms Viewer

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Signing on to GXS Trading Grid Online

The Trading Grid d i

password is case-sensitive.

To get started you will need to log in to the Trading Grid Online portal at To get started, you will need to log in to the Trading Grid Online portal at

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About the Operations Center

When you log in to Trading Grid Online, the Operations Center is the first page you see.

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Viewing Operations Center messages

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Deleting Operations Center messages

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To delete a message: To delete a message:

1. Select the check box next to the message.

2 O th A ti li t d th 2. Open the Actions list, and then

choose Delete.

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Viewing Operations Center messages

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Viewing Operations Center messages

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To view another message type: 1. Click on the link for the Type of

message that you want to view. 2. Click on the title of the message

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Viewing the Document Manager summary

Sendbox

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Viewing the Document Manager summary

Sendbox

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When you are ready to access the IWF/Document Manager, choose the

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Working with your Community’s

IWF Documents

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About the Account Manager Privilege

• Any user with the Account Manager privilege can set up

additional Trading Grid users accounts for other users in

your company

your company.

• The default contact assigned during the registration process

is automatically assigned the Account Manager role and can

create Trading Grid user accounts.

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Creating a Trading Grid User Account

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1 Click on the Account 1. Click on the Account

Manager tab.

2. Choose User Management. 3. Select Create New User

from the Actions list from the Actions list.

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Creating a Trading Grid User Account

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4. Complete the contact information. 5. Enter the log in credentials for

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this user. Be sure to record the credentials that you create. You will need to give the new user this information.

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_{6. Choose Next Step.}

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Creating a Trading Grid User Account

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Assign the Knowledge Base privilege to all users.

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Creating a Trading Grid User Account

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Assign the IWF Document Manager privileges that you want this user to have

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Creating a Trading Grid User Account

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Creating a Trading Grid User Account

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Creating a Trading Grid User Account

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Creating a Trading Grid User Account

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Creating a Trading Grid User Account

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At th b tt f th R i h S b it t t th

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Creating a Trading Grid User Account

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If you want to see the new user in the User List, click on the Users button.

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Creating a Trading Grid User Account

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After the user account is created, you will need to provide the user with the Trading Grid URL and the login credentials that you created on their behalf. New users logging into Trading Grid Online for the first time should use the

My Profile link to change their Trading Grid password and establish their

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Changing your Trading Grid Password

If you receive log in credentials that have been created on your behalf, use the

My Profile link to perform the following tasks:

• Change your Trading Grid password.

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Changing your Trading Grid Password

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Changing your Trading Grid Password

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What if I forget my password?

If you forget your password, you can reset your password by clicking on the “Forgot Password?” link on the Trading Grid Login page.

You will be asked to provide your Trading Grid User ID and answer the password recovery questions After you answer the password recovery questions

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Setting Up IWF Document Arrival

Email Notifications

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About IWF Document Manager Email Alerts

• You can receive email notifications when documents arrive in

your IWF/Document Manager Inbox.

• Service Contacts must be set up for each email address or

distribution list that needs to receive arrival notifications.

The IWF Document Arrival Alerts check box must be enabled.

• A Service Contact is automatically set up for the contact

established during registration. Their IWF Document Arrival

Alerts check box is not enabled; however they are automatically

included as an IWF Document Arrival Alert recipient.

• You will need to update the default Event Management rule for

IWF Document Arrival Alerts to include other Service Contacts.

• The following slides describe how to set up document arrival

notifications.

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Setting up a New Service Contact for IWF Notification

Thi d d ib h t S i C t t f dditi l il

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Setting up a New Service Contact for IWF Notification

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1. Choose the Account Manager tab. 2. Select the Service Configuration

button. butto

3. Select the Service Contacts button.

Start by opening the Service Contacts page.

When you first access the Service Contacts page, the default contact at your company is already listed. This contact is set up during the registration

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Setting up a New Service Contact for IWF Notification

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4. Open the Actions list, and choose

Add New contact.

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Setting up a New Service Contact for IWF Notification

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5. Complete the i d t t required contact details. 6. Select the IWF Document

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Arrival Alerts check box.

7. Enter the email address or

address or distribution list.

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Setting up a New Service Contact for IWF Notification

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8. Choose Submit.

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Setting up a New Service Contact for IWF Notification

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If you click on the Service Contacts button, you will see the new service contact in the Service Contact list.

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Setting up a New Service Contact for IWF Notification

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The Service Contact list now shows that both service contacts are set up for IWF Document Arrival Alerts.

The system displays the list of Service Contacts.

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Configuring the IWF Alert Event Management Rule

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Configuring the IWF Alert Event Management Rule

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1. Choose the Account Manager tab. 2. Select the Service Configuration

button. butto

3. Select the Event Management button.

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Configuring the IWF Alert Event Management Rule

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4. Open the Rule type selection list, and choose IWF Document Arrival

Alerts.

5 Ch th C fi b tt 5. Choose the Configure button.

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Configuring the IWF Alert Event Management Rule

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Configuring the IWF Alert Event Management Rule

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Configuring the IWF Alert Event Management Rule

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Configuring the IWF Alert Event Management Rule

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Configuring the IWF Alert Event Management Rule

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Configuring the IWF Alert Event Management Rule

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Configuring the IWF Alert Event Management Rule

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Keeping Your Trading Grid Session Active

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Keeping Your Trading Grid Session Active

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The system will confirm that the session has been extended. Click on the X

to close the system message. If you do not extend your session you will lose

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Adding the Inbox on the Operations Center Page

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Key Take-Aways

• You will use you Trading Grid user account to logon to the

system to access the IWF/Document Manager system.

• You will find documents that you have received in your

Document Manager Inbox.

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• The system can send you an email when new documents

arrive in your Inbox.

• Documents you have created and saved and documents you

Documents you have created and saved, and documents you

have sent are displayed in your Document Manager Sendbox.

• Documents are retained in the system for 45 days.

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When You Need Help

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• For questions related to the GXS Trading Grid or the

IWF Document Manager, contact GXS Technical Support.

–

U.S. and Canada:

By phone: 1-800-334-2255

B il t@

By email: [email protected]

–

Asia Pacific – See

http://www gxs com/customers/global service/global support center/regional directories/asia pacific htm http://www.gxs.com/customers/global_service/global_support_center/regional_directories/asia_pacific.htm

–

Europe – See

http://www.gxs.com/customers/global_service/global_support_center/regional_directories/europe.htm

–

Latin America

– See

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