Attachments

The Transaction Summary includes the Attachments grid that shows all the attachments added to a transaction.

Attachments can be added to a transaction after a transaction has been created. Attachments will remain with the transaction even if the transaction does not have an applied process or a process has been changed or removed.

Users can categorize attachments for a transaction during or after the upload operation. Applying categories to attachments allow for easier searching, sorting, and filtering of attachments.

To access the Attachments grid, navigate to the Transaction Summary.