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Operational pain

PDFs and email attachments are not a system of record—until you make them flow

Distributors and suppliers still receive POs by email. The expensive part is not the PDF; it is re-keying, wrong SKUs, and late ASNs. SignalEDI combines document capture, validation, and EDI/API delivery so the same payload can become partner-ready X12 or structured API calls—with human review only when something is ambiguous.
PDF to EDIPO capturesupplier automationvalidation
Start Free TrialMobile capture

Try the free EDI validator and read how capture fits your rollout on distributor workflows.

Key takeaways

  • Mobile Document Capture turns photos and uploads into structured fields you can route into onboarding and mapping.
  • Public EDI validator and mapping tools help teams prove samples before partner test windows.
  • Retail and wholesale playbooks (850/856/810) live beside healthcare paths—one platform for mixed mandates.
  • Mobile Document Capture turns photos and uploads into structured fields you can route into onboarding and mapping.
  • Public EDI validator and mapping tools help teams prove samples before partner test windows.
  • Retail and wholesale playbooks (850/856/810) live beside healthcare paths—one platform for mixed mandates.
  • Transparent monthly plans instead of per-document traps—see pricing up front, no sales call required.

Topics: PDF to EDI · PO capture · supplier automation · validation

Start Free TrialMobile capture

Activation path

From file upload to partner-message go-live

Every focused path follows the same Setup Cockpit motion: upload the file, choose the package partner and message type, connect the route, fix blockers, then launch and monitor recent activity.

1
Upload files
2
Choose partners
3
Pick message types
4
Connect route
5
Fix issues
6
Go live

Partner certification calendars can still vary; SignalEDI shortens your internal setup, mapping, validation, and exception loop.

Visual product proof

See the screens behind this workflow

Each ICP path surfaces the same proof buyers ask for: the home Signal board, transaction detail, API console, partner setup, and accounting handoff. Sample data shown; visual style matches the live product. Labels are fictional examples only.

1 document needs you. 5 partners connected, 1 in setup.

Checked 8:42 AM
Example Trading Partner — needs attentionRetailMart — liveNorthbound Logistics — liveAtlas Industrial — liveCedar Hardware Group — liveHudson Outfitters — onboardingS

6 partners · 1 needs attention · 1 onboarding · 4 live

Needs you

850 from Example Trading Partner failed validation — missing line items

Yours to fix2h old

Open in queue

Recently handled by Signal

Recovered 810 — Example Trading Partner after 2 retries8:14 AM
Recovered 850 — RetailMart after 1 retryYesterday

Documents this week

248
+8.3%vs last week

Delivered clean

98.2%

213 of 217 completed without fixes

Recovered by Signal

4

verified receipts above

Needs you

1

oldest 2h

Home — the Signal board

Demo data

One sentence of account health, the queue that needs a person, and receipts for what Signal fixed on its own — the home your team actually sees.

cmjdemo-tx-0000142850COMPLETED

Inbound · Partner: Example Trading Partner · production

Timeline

How this document moved through SignalEDI.

Created08:14:22
Validated08:14:23
Routed to partner08:14:24
997 received08:18:51

Raw file · Purchase order

syntax OK
ST*850*0001~
BEG*00*NE*PO-1042**20260513~
REF*VR*RetailMart-sample~
N1*ST*DC RECEIVING~

SLA

4m 29s

Reprocess

0

Document detail

Demo data

The plain-language story of a 850 — journey timeline and 997 acknowledgement context first; the structured JSON and raw file stay one click away.

Connections

3 active

SFTP gatewayActive

Last connected · 1m ago

Webhook · transactions.created200

https://example.com/hooks/signal

API key · livesk_live_…6f12

Scopes · read, write

Request preview

201 Created
POST /api/v1/documents/outbound
authorization: Bearer sk_live_…6f12
content-type: application/json

{
  "partnerId": "example-trading-partner",
  "documentTypeCode": "850",
  "payload": { /* mapped fields */ }
}

API console

Demo data

Webhooks, keys, and request/response previews for trading partner integrations.

Trading partner

Example Trading Partner

IN SETUP

Signal

AI Launchpad

Help me onboard Example Trading Partner for inbound 850 and outbound 810.

I saved Example Trading Partner with 850 and 810. Next, attach the routing guide or upload a sample file — I'll check transport and mapping readiness in plain English.

Upload routing guideSend a test fileReview transport

Ask Signal about partners, files, or transport…

Message types

850810997
Transport

SFTP inbox · AS2 when required

Captured in setup

  • Trading partner profile saved from chat
  • Routing guide attached
  • Certification window awaiting partner

Partner onboarding

Demo data

Describe the partner in Signal Chat — routing, documents, and certification checkpoints are captured without a step-through wizard.

From Trading partner

850 · Example Trading Partner

Draft for review
850Order draft
Partner
Example Trading Partner
Document #
PO-1042
Lines
12 ready
Total
$8,420.50

Field checks

  • Item codes mapped via Trading partner crosswalk
  • Ship-to + bill-to verified
  • 1 store code awaiting reviewer approval

Drafts stay reviewable until an approver releases the write to Order draft.

Accounting handoff

Demo data

Order draft draft prepared from the partner 850 before writes happen.

Interactive Product Demo Plugin

Try the SignalEDI operating flow before production

A guided sample shows how Setup Cockpit, local uploads, Signal AI checks, partner-configured routing, Fix issues, and Live Activity work together without changing live data.

Setup tab

Choose the trading partner, documents, direction, connector, and approval rules once in Setup Cockpit.

Setup

Setup Cockpit captures the trading partner, message types, direction, routing guide, and required connector before any production files move.

Configured sample: RetailMart 850 inbound + 856/810 outbound over SFTP

Optional detail: X12 segments, CSV columns, and captured document fields stay inspectable after Signal explains the business issue.

Local file and mobile upload simulator

Purchase order upload

file: retailmart-po-1042.csv
source: laptop upload
contains: PO number, buyer store, ship-to, items, dates

Simulated Signal AI result: Signal AI matched RetailMart 850 setup and picked the SFTP inbound route

Upload is a file intake step. Signal decides the processing route from the partner and message setup.

Partner-configured route preview

partner: RetailMart
message: 850 purchase order
direction: inbound
route: SFTP folder from partner setup
result: normalized order ready for operations

Saved setup

RetailMart order route

The customer saves the partner, file type, and connector once. That setup decides the route before any upload moves.

Ready to test
Partner: RetailMart
File: 850 purchase order
Route: SFTP inbox now, AS2 when RetailMart requires it

AI check

Signal checks the file and map

retailmart-po-1042.csv matches the saved RetailMart 850 setup. Signal finds one blocker: the store code is missing.

Fix Issues explains the missing store code and asks operations to add it before the file moves.

Live Activity

Current state stays obvious

Uploaded -> AI checked -> Fix Issues opened. After the blocker is fixed, the file follows the saved SFTP route.

Next action: add store code, then retry the route.

Healthcare scenario

837 claim sample uploaded

Open payer enrollment and 837/835 setup

999/277 acknowledgement path and PHI boundary notes

Suppliers scenario

850 purchase order received

Start retailer onboarding and ASN/invoice mapping

850/856/810 lifecycle with AS2/SFTP readiness

QuickBooks SMBs scenario

810 invoice or PO sync needed

Launch QBO mapping and accounting review

QBO invoice draft, exception notes, and Live Activity status

Start Free TrialSee Interactive DemoOpen Setup CockpitInvite partnerUpload sample fileRun sample route simulation

Schema-Aware EDI Validator Plugin

Validate X12 with inline segment and element hints

Sandbox validator surface with X12 syntax highlighting, inline error markers, hover tooltips, auto-fix suggestions, and partner acknowledgement simulation.

ISA*00*          *00*          *ZZ*SENDER         *ZZ*RECEIVER       *
GS*HC*SENDER*RECEIVER*20260504*2100*1*X*005010X222A1~
ST*837*0001*005010X222A1~

999 accepted, 277 pending payer adjudication

OK

✓ ISA/GS envelope detected

Envelope structure is ready for partner simulation.

WARN

✓ Segment NM1 requires entity identifier code

Add 85 for billing provider or IL for subscriber before validation.

FIX

✓ Auto-fix: normalize date format to CCYYMMDD

Convert 2026-05-04 to 20260504.

SIM

✓ Partner simulation: payer / retailer acknowledgement preview

Preview 999/277 or 997 response before production.

Animated validation timeline

Step 1

Received

Step 2

Parsed

Step 3

Validated

Step 4

Ack generated

Onboarding readiness output

92%

Sample readiness: Required loops detected before onboarding handoff.

High

Partner setup confidence: Routing guide, docs, and connectivity requirements captured.

Plain English

Ack clarity: 999/277/997 statuses become support-ready explanations.

Trust & compliance

Audit event preview

User, agent, partner, document, and API activity are shown as reviewable evidence.

PHI boundary cue

Healthcare workflows show what data is stored, masked, transmitted, and escalated.

Role review prompt

Admins see which roles can approve sends, manage mappings, and invite partners.

Ready to evaluate this path?

Start a self-serve trial or review trust and pricing — evaluation stays connected from this solution page.

Start Free TrialMobile capture

How it works

From partner mandate to production-ready traffic

SignalEDI keeps the default SMB path self-serve: validate against saved partner setup, route on approved connectors, and surface what to fix next.

  1. Step 1

    Connect your source

    Use API, file upload, SFTP, or accounting context so validation runs against the partner setup you saved.

  2. Step 2

    Validate samples

    Run test traffic against partner rules, companion guides, and transport expectations before production.

  3. Step 3

    Track acknowledgements

    See 997, 855, 277-style responses, retries, and exception queues in one lifecycle view.

  4. Step 4

    Go live with confidence

    Launch on approved routes while partner certification calendars finish on their side.

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