Manage Stedi Guides

This page explains how to manage the private and public guides in your Stedi account. Visit Customize Guides for details about adding segments, handling hierarchy and loops, and other options for building guides.

View guides

You can view a list of all your public and private guides in your Stedi account. You can also visit the EDI Guide Catalog for a list of our most-requested public guides.

Create guides

You have several options for creating a new Stedi guide. After creation, you can customize your guide for your use cases.

Import from EDI Guide Catalog

You can import any public guide from the EDI Guide Catalog into your Stedi account. To import a guide:

Go to the EDI Guide Catalog and click the guide you want to import.
Click Import. The Import page appears.
(Optional) Change the guide's Name (guide names must be unique in your account) and then click Import. A private copy of the guide opens in the guide builder.

Import from another Stedi account

Your trading parters and collaborators can enable import links for private guides that let you quickly add copies of those guides to your account.

Public Guide import links: All Public Guides have import links enabled by default, regardless of these settings.

To import a guide from another Stedi account:

Enter the guide's import link into your web browser. The Import page appears.
Choose a Name for the guide and then click Import. A private copy of the guide appears in your Stedi account.

Duplicate existing guide

To duplicate a guide in your Stedi account, click the ellipses (...) next to the guide and click Duplicate. A copy of the guide appears in your account.

Create from base specification

You can customize a base specification for transaction sets from any X12 release. To create a custom guide:

Go to your Stedi account and click Create guide.
Select an X12 Release and the Transaction Set base specfication you want to customize.
Enter a unique Name for your guide and click Create. The new guide opens in the guide builder.

Edit or delete guides

Warning: After you delete a guide, you cannot recover any of its data.

Go to your Stedi account and find the guide you want to edit or delete.

To edit, click the ellipses (...) next to the guide and select Edit. The guide opens in the guide builder.
To delete, click the ellipses (...) next to the guide and select Delete. Click Delete to confirm, and the guide is removed from your Stedi account.

Enable importing

You can enable an import link that allows other users to add a copy of a private guide into their Stedi account. When enabled, anyone with the import link can access your account name, guide name, and guide definition. You can disable import links at any time.

To enable an import link, click the ellipses (...) next to a guide and select Share import link. Toggle Enable import link on.

View guides Create guides

Import from EDI Guide Catalog Import from another Stedi account Duplicate existing guide Create from base specification

Edit or delete guides Enable importing

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