Upload Documents to a Transaction

Upload Documents to a Transaction

To upload documents to a transaction:

1. Access the Transactions page by clicking Transactions on the menu on the left. 
2. Navigate to the Transaction you want to edit, click and select Upload Documents. The Upload Documents for Transaction screen will then appear.

3. Click Choose File. Navigate to the file location, select the file, and click Open.

4. Click Attach all to complete the process.