# Editing transactions (Edit Transaction)

Note: Users can also either view a summary for the desired transaction or copy an existing transaction. See Viewing transaction summary (View Summary) for more information on viewing the transaction; see Copying an existing transaction for more information on using existing transaction information to create a new transaction.

1. From either the recent transactions section or search results, hover over the desired transaction and click Edit Transaction to open it. The following information appears:
   - Organization
   - Documents
2. Click NEXT to view the documents based on the transaction; enter additional transaction data. See Viewing Documents for more information.