Setting up Document Defaults

Document defaults automatically populate information in the fillable fields on your response documents. For example, you can set your address information to automatically populate onto response documents. 

To set document defaults:

1. Click on Defaults in the menu bar.
2. Next, select the trading partner and document type to edit.
3. The document type will populate. When finished setting the needed default fields, click Save.

By setting up your document defaults, the information entered and saved will automatically populate each time you generate the document. Any information you do not want to automatically populate into the document should be left blank on the default.