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Manage workspace plugins

Learn how to find, upload, edit, or delete workspace plugins.

Native document formats can either be the regulated formats from each e-invoicing mandate or the Sovos Canonical Invoice (SCI) format. When it's not possible to create a document in these formats, which are native to Compliance Network, custom formats should be used.

The format types currently supported in Compliance Network are XML, UN/EDIFACT, ASC X12, JSON, CSV, flat files, and any other structured format. These formats are designed to cover most use cases.

Note:

Contact Sovos if you need support for other formats.

Uploading a plugin to the workspace is useful to map a document or a life cycle format according to a specific translation table. After uploading a plugin, you need to add it to a company before you can use it.

Find a workspace plugin

  1. Click the Settings icon.
  2. Go to Plugins on the navigation menu.
  3. Use the available filters to find a plugin:
    Search
    Use this icon to search for a specific format ID.
    Columns
    Use the Columns icon to show or hide columns, or to display them in a different order.
    Filters
    Use the Filters icon to search for a specific document type.
    More options
    Use this icon to change the row layout of the table to Compact, Standard, or Comfortable. You can also select Reload to show the most recent data on the table, or Reset filters to undo all applied filters.

Upload a plugin to a workspace

  1. Click the Settings icon.
  2. Go to Plugins on the navigation menu. Then, click New plugin.
  3. Click Upload to add the plugin file.
  4. Enter the plugin's Format ID and select a Document Type. Then, click Create.

Edit a workplace plugin

Editing a workspace plugin in Compliance Network is useful when you need to upload a new version of that plugin.
  1. Click the Settings icon.
  2. Go to Plugins on the navigation menu.
  3. Under Format ID, click the Settings icon. Then, choose Edit plugin.
  4. Click Upload to add the new plugin file.
  5. Upload a different file for the plugin.
  6. Click Save.

Delete a workplace plugin

  1. Click the Settings icon.
  2. Go to Plugins on the navigation menu.
  3. Click More options and choose Remove.
  4. Click Delete in the confirmation pop-up.