Partner Identifiers
ISA/GS IDs, trading partner contact info, and required acknowledgements with examples for each environment.
A professional EDI Integration Document reduces transaction errors, shortens onboarding time, and provides an auditable specification for compliance and dispute resolution. It centralizes mapping logic, transmission rules, and acceptance criteria so development, operations, and trading partners share a single source of truth.
Typical contributors include integration engineers, partner onboarding teams, supply-chain operations, and compliance staff who coordinate testing and go-live.
The finished document is used by developers, QA teams, and trading-partner contacts during ongoing operations and when implementing protocol or format changes.
Typically owns the technical specification, approves mapping tests, and signs off on production connectivity. This person coordinates with external partner contacts and internal application owners to resolve parsing or routing exceptions.
Represents the business requirements, confirms acceptance criteria for transaction data, and authorizes go-live once testing meets the agreed-upon validation rules and SLAs.
ISA/GS IDs, trading partner contact info, and required acknowledgements with examples for each environment.
List of supported X12 or EDIFACT transaction sets (for example, 850, 810, 856) with element-level mapping and required/optional indicators.
Detailed field-to-field mapping between source application and EDI segments, including sample payloads and conditional logic.
Approved protocols (AS2, SFTP), encryption standards, certificate thumbprints, and authentication methods.
Expected 997/TA1 processing, timing windows, and automated retry rules for NAKs or rejections.
Onboarding test cases, acceptance criteria, go-live checklist, and support escalation contacts.
| Field | Configuration |
|---|---|
| Protocol | AS2 | SFTP | FTP (choose one) |
| Encryption | TLS 1.2/1.3 | Certificate thumbprint |
| Acknowledgement | 997 or TA1 | Auto-retry rules |
| Error Handling | Retry 3x | Escalate after 24 hours |
Ensure your platform supports required protocols, formats, and integrations before starting partner onboarding.
1–2 weeks depending on partner complexity
2–4 weeks for medium complexity integrations
2–6 weeks, including negative tests and retries
Coordinate a fixed date and rollback plan
Intensive monitoring for 7–30 days
Define transaction sets, parties, and SLAs.
Translate fields and establish conditional rules.
Execute test cases and resolve rejections.
Switch to live transmission and monitor.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica centralized partner onboarding to reduce configuration drift and manual steps.
Xerox integrated EDI workflows with NetSuite to automate remittance and invoice processing.
Ensure final document contains signature blocks and dates.
Select remote online notarization or in-person based on state rules.
Use multi-factor or credential analysis where required.
Retain recording for RON per state retention rules.
Record entries for future verification.
Obtain required witness counts per state if applicable.
Use SSO, SMS, or KBA for higher confidence.
Store signed PDF and audit trail securely.
Export the final signed Integration Document as a PDF/A with embedded audit trail to preserve signatures and an immutable rendering for legal reference.
Provide CSV or JSON exports of field mappings and sample payloads so developers can ingest them programmatically without retyping.
Retain sample EDI interchange files (ISA/GS envelopes) in the repository to use as test fixtures and reference during troubleshooting.
Store system logs showing time, user, IP, and action for each approval and transmission for compliance and forensic needs.