Saving a Transaction

  1. Click the Store Session Data button after editing a transaction (see Assembling a Document for more information).
  2. Click the Save button to open and navigate the Transactions directory.
    Note: Save the transaction file in the same location used when creating the transaction.
  3. Click the check box next to the desired directory of file to save.
  4. Click OK at the bottom of the screen.
  5. Enter the name of the file.
  6. Click Save.
    The following message will appear if the file already exists:
    • File already exists, would you like to overwrite it? Click Yes
    The following message will display once the file is saved:
    • File saved successfully