Optional Steps

To	Do this
Immediately send the document to your Trading Partner.	Click Send. Your Document Sendbox displays your document with a Sent status with two exceptions: ASN with Labels documents might have a Pack button instead of Send button because you must pack before sending. If the document is sent to your trading partner for approval, the status displays as Pending Approval instead of Submitted or Sent.
Save the form, leave the form open to continue working, and add the document to your Document Sendbox, with a Saved (not Sent) status.	Click Save. Use this option if, for example, all mandatory fields are not completed.
Save and exit the form, and save the document in your Document Sendbox, where you can later send it.	Click Save & Exit. The document has a Saved status.
Close the form without saving it.	Click Cancel.
Save the form to your PC in a PFDF, XML, or CSV format.	Click the PDF, XML, or CSV icon.
Email a completed form.	1 Click Email Form to attach the form to your message. 2 Add the recipient’s email address in the email application, and click Send. The recipient can now open the form in the Forms Viewer.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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