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Manage organization plugins

Upload, edit, or delete plugins in an organization.

In Compliance Network, you need plugins to use either well-known and custom formats. Well-known 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, you should use your own custom formats, and for that you need to add custom plugins to your organization.

Note: These articles are for Workspace Admins only.

Upload a custom plugin to an organization

To map a custom document or life cycle format according to a specific translation table, you first need to upload a plugin to the organization. After uploading the plugin, all companies within that organization can use it.
  1. Click the Settings icon.
  2. Go to Organizations on the navigation menu.
  3. Click your organization's name.
  4. Go to Plugins.
  5. Click New plugin.
    How to upload a plugin to an organization
  6. Click Upload to add the plugin file.
  7. Enter the plugin's Format ID and select a Document Type.
  8. Click Create.

Edit a custom plugin from an organization

Editing a custom plugin from an organization in Compliance Network lets you change its name or version.
  1. Click the Settings icon.
  2. Go to Organizations on the navigation menu.
  3. Click your organization's name.
  4. Go to Plugins.
  5. Click the More options icon.
  6. Select Edit.
    How to edit an organization plugin
  7. Click Upload to add the new plugin file.
  8. After updating the plugin's details, click Save.

Delete a custom plugin from an organization

  1. Click the Settings icon.
  2. Go to Organizations on the navigation menu.
  3. Click your organization's name.
  4. Go to Plugins.
  5. Click the More options icon.
  6. Select Delete.
    How to delete a plugin from an organization
  7. In the confirmation pop-up, click Delete.