Technical specifications
Protocol, transport method (AS2, SFTP, API), IP addresses, ports, and certificate requirements for secure message exchange.
A written Business EDI Onboarding Agreement reduces integration risk, shortens testing cycles, clarifies responsibilities, and sets measurable SLAs. It provides evidence of mutual intent and acceptance criteria that simplify dispute resolution and operational handoffs; when signed electronically and retained with an audit trail, the agreement supports compliance and reproducible recordkeeping.
Coordinated sign-off from technical, operations, and legal stakeholders ensures the agreement is actionable and enforceable.
Typically responsible for technical accuracy and operational acceptance criteria. Signs to confirm mappings, test readiness, and production cutover procedures on behalf of IT and operations.
An individual with contracting authority (e.g., VP of Operations or General Counsel). Signs to bind the organization to commercial terms, indemnities, and service-level commitments.
Protocol, transport method (AS2, SFTP, API), IP addresses, ports, and certificate requirements for secure message exchange.
Field-level mappings, code lists, default values, and transformation rules that ensure sender and receiver interpret data identically.
Encryption, authentication, and data-handling requirements to satisfy HIPAA, PCI, or contractual privacy obligations.
Uptime expectations, message delivery windows, acknowledgement timelines, and escalation contacts for operational incidents.
Test cases, acceptance criteria, sandbox access, defect resolution process, and cutover checklist for go-live.
Versioning, notification windows, rollback procedures, and who must approve schema or mapping changes.
| Field | Configuration |
|---|---|
| Connection Type | AS2 | SFTP | API |
| Authentication | Mutual TLS | SSH keys | OAuth |
| Message Standards | X12 | EDIFACT | JSON-API |
| Acknowledgements | 997/CONTRL | 2xx HTTP codes |
Use a platform that supports required integrations and secure eSigning; secure eSignature platforms like signNow offer audit trails and enterprise connectors to minimize manual steps.
1–4 weeks to allocate credentials and endpoints
2–6 weeks for iterative testing and acceptance
Mutually agreed production start date
24–72 hours for high-priority incidents
Retain signed agreement per company policy and legal requirements
Parties review and sign the onboarding agreement.
Access and certificate material are provisioned for testing.
All agreed test cases pass and defects are closed.
Final signoff triggers cutover to live EDI exchanges.
| Criteria | EDI Onboarding | API Integration |
|---|---|---|
| Authentication | certificates / as2 | oauth / api keys |
| Data format | x12 / edifact | json / xml |
| Setup time | weeks to months | days to weeks |
| Maintenance | schema management required | versioning required |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica documented technical mappings and test cases before sending for signature to reduce rework.
Xerox integrated eSigning with its ERP to capture approvals and store signed exhibits.