Header & Metadata
Document title, version, author, trading partner names, relevant transaction types (e.g., 850, 856), and effective date for the template.
A formal template clarifies message structure and acceptable values, shortening testing cycles and reducing production errors. It provides a single reference for developers, integrators, and business users to align expectations and audit validation outcomes.
Several internal and external roles collaborate to create and approve an EDI Validation Template; each role focuses on different technical and business details.
Clear role responsibilities in the template help prevent rework and speed partner onboarding while maintaining compliance with applicable regulations and contract terms.
Document title, version, author, trading partner names, relevant transaction types (e.g., 850, 856), and effective date for the template.
Row-level definitions for each segment and element: expected format, data type, length, required/optional status, and allowed code lists or ranges.
Cross-field and conditional checks (for example: if element X = Y, then element Z must be present), plus tolerance rules for numeric fields.
Representative test files including positive and negative cases, annotated mappings, and expected validation outcomes for each test.
Explicit pass/fail criteria, allowable warning conditions, and the minimum test set required for production sign-off.
Who signs off on deviations, how fixes are tracked, expected turnaround times, and template versioning procedures.
| Field | Configuration |
|---|---|
| Version control | Enable immutable saves and change logs |
| Reviewer assignment | Route to technical then business approver |
| Test artifact upload | Allow attachments for positive/negative samples |
| Final sign-off | Require named approver and date stamp |
Configure the platform to enforce identity, preserve audit trails, and retain test evidence in a searchable archive.
Allow 3–5 business days for technical review.
Expect 1–3 weeks for iterative testing depending on complexity.
Define a 48–72 hour fix and retest SLA for critical failures.
Schedule within 2 business days after successful test run.
Maintain a rollback plan for 7 calendar days post cutover.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Yes | Yes | No | No |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
Tech Data uses airSlate SignNow to improve our internal and external customer service while increasing our speed to revenue.