Encompass Technologies

<a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=1294" target="_blank" rel="nofollow noopener noreferrer">EDI Getting Started</a>

<a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=36" target="_blank" rel="nofollow noopener noreferrer">EDI Home Dashboard Overview </a>

<a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=164" target="_blank" rel="nofollow noopener noreferrer">EDI Configurations</a>

<a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=1203" target="_blank" rel="nofollow noopener noreferrer">Create a New EDI Implementation Service Request</a>

<a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=128" target="_blank" rel="nofollow noopener noreferrer">Exchange Tasks by Type</a>

<a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=401" target="_blank" rel="nofollow noopener noreferrer">Verify the Transmission of an Exchange Task </a>

- <a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=1294" target="_blank" rel="nofollow noopener noreferrer">EDI Getting Started</a> 
- <a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=36" target="_blank" rel="nofollow noopener noreferrer">EDI Home Dashboard Overview </a>
- <a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=164" target="_blank" rel="nofollow noopener noreferrer">EDI Configurations</a> 
- <a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=1203" target="_blank" rel="nofollow noopener noreferrer">Create a New EDI Implementation Service Request</a> 
- <a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=128" target="_blank" rel="nofollow noopener noreferrer">Exchange Tasks by Type</a> 
- <a href="https://encompass8.zendesk.com/Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=401" target="_blank" rel="nofollow noopener noreferrer">Verify the Transmission of an Exchange Task </a>

Link list (no steps) plus video for distributors getting started with EDI in Encompass: links to EDI setup, the EDI Home dashboard, implementation requests and exchange tasks. Requires v25.01+.

EDI Basics

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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EDI Basics

Minimum Version Required: 25.01

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